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The Uptime Wind Energy Podcast

Allen Hall, Rosemary Barnes, Yolanda Padron & Matthew Stead
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  • The Uptime Wind Energy Podcast

    WindQuest Advisors on Repowering and Rising O&M Costs

    2026/07/09 | 24 mins.
    Dan Fesenmeyer, Managing Partner at WindQuest Advisors, joins to discuss the repowering rush and the FAA permitting stall, rising O&M costs on larger turbines, tariff pass-throughs, and AI data center demand.

    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!

    Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow

    Allen Hall: Dan, welcome back to the podcast. 

    Dan Fesenmeyer: It’s great to be here. Great to see you again. 

    Allen Hall: There is so much happening in your particular area. Your name pops up quite a bit within Weather Guard because, uh, we’re dealing with a lot of operators and- A number of times we’ll ask them, “Have you read your turbine supply agreement?”

    “No.” “Have you read your full service agreement?” “No.” “Well, maybe you should do that.” And then we say, “Have you talked to Dan? You should call Dan, ’cause he can help you understand what you have signed.” Mm-hmm. “Oh, that’s probably a good idea.” So now that you’re here, WindQuest Advisors, of course, obviously is your company.

    Mm-hmm. And you’re talking to a number of operators. The, the big hurdle at the minute, the nearest short-term hurdle, is repowering. There’s just a lot of [00:01:00] repowering efforts going on- Mm-hmm … trying to get turbines in, start a project. There’s a July 4th deadline and an end of the year deadline. There’s a couple deadlines after that.

    What are you seeing right now from operators i- in terms of repowering? What’s the effort happening? 

    Dan Fesenmeyer: Well, there was a ton of effort to start physical work. That window’s obviously closing- 

    Allen Hall: Yes … 

    Dan Fesenmeyer: very quickly, but it’s still open. Uh, and then once you’re past that window, my understanding is if you get your repower completed by the end of ’27, you didn’t really need to have started physical work.

    But I think most folks, start physical work is kind of the insurance piece of it- 

    Allen Hall: Sure … 

    Dan Fesenmeyer: if things take longer. Uh, another thing that’s popped up is obviously FAA and other permitting. 

    Allen Hall: On the permitting side, from the federal’s, uh, standpoint, is that stopped? Or, or are projects able to continue putting turbines in the ground, or what’s the status?

    Dan Fesenmeyer: My- From what I’ve seen, I think on the opening session here at [00:02:00] ACP, it was said, they said that there’s, like, 130 projects that are- 

    Allen Hall: At least … 

    Dan Fesenmeyer: caught. Yes. And I’m, I’m involved with some of them, and I have a fairly small shop, and there’s just no FAA variances or permits or- They’re not issuing- … mitigation studies.

    Everything seems to have stopped. 

    Allen Hall: So they’re not even reviewing the documentation that’s been submitted by the operators at all? 

    Dan Fesenmeyer: That’s what it seems, yes. Yeah. 

    Allen Hall: Is that legal? Uh, uh, usually those federal requirements have a timeline which they’re able to review those permits and get them approved or disapproved them.

    You’re s- Right … I think what I’m hearing is, what you’re saying is they’re not even looking at them. 

    Dan Fesenmeyer: That’s correct. That’s what I’ve heard and seen. 

    Allen Hall: Okay. 

    Dan Fesenmeyer: Yeah. Yeah. 

    Allen Hall: So what is an operator to do then? How does this, how do they meet some of these deadlines if they can’t get the permit? 

    Dan Fesenmeyer: Well, I mean, it stalled a lot of projects ’cause of the associated risk with it.

    Although I’ve seen some, uh, you know, some repower folks think, “Well, you know, I’m just repair- repowering like for like, or I’m not changing much.” [00:03:00] But if your, if your rotor’s changing or pad location’s changing, you need to update those permits. 

    Allen Hall: So the, the groups and the operators that are repowering the existing turbines are putting basically the same turbine in the same hole.

    Dan Fesenmeyer: Well, 

    Allen Hall: I- Would that be okay? 

    Dan Fesenmeyer: I would say originally- The initial push on repower was kind of your larger rotors- Sure … new drivetrain, et cetera. Yes. The market seemed to shift more towards, “Hey, let’s do smaller upgrades, component exchanges.” 

    Allen Hall: Okay. 

    Dan Fesenmeyer: Getting more towards the minimal investment, so to speak. 

    Allen Hall: The 80% investment portion.

    Dan Fesenmeyer: Yes. 

    Allen Hall: Right. 

    Dan Fesenmeyer: Yeah. And less about, you know, a big new machine head, for example. 

    Allen Hall: Well, if that gets you through and gets you the, the, uh, tax credit started back up again, which is the whole point- Right … there would be a reason to do that. 

    Dan Fesenmeyer: That’s right. 

    Allen Hall: Is there a marketplace then for those components if you’re gonna repower a GE 1.5 machine, which there’s a lot of them- Mm-hmm

    in the United States? Are you seeing a big emphasis to go get a new gearbox, [00:04:00] to upgrade the blades- Yeah, and, and- … kind of 

    Dan Fesenmeyer: thing? Or just do maybe a drivetrain and s- Okay … and leave the rotor or, or- 

    Allen Hall: So do a gearbox and- 

    Dan Fesenmeyer: Yeah. Gear or just full drivetrain- Or generator … or yeah, s- things like that. And, um- Wow

    people are comfortable doing it, and then it’s e- it’s easier, obviously. 

    Allen Hall: Sure. It’s faster. 

    Dan Fesenmeyer: And faster, and you don’t necessarily have to touch permits or, yeah. 

    Allen Hall: And is part of that repowering, I know one of the questions- Mm-hmm … that’s been bandied about quite a bit is, do I have to buy a, a new generator or a new gearbox, or is a refurbished gearbox enough to check the box in terms of upgrading or putting 80% of the value back into the turbine to qualify for those tax credits?

    Dan Fesenmeyer: I’m not a tax expert, but I’ve seen people do both. 

    Allen Hall: Okay. Well, that’ll tell you. 

    Dan Fesenmeyer: Yeah. Yeah. 

    Allen Hall: They’ve obviously talked to- Right … tax advisors about that. 

    Dan Fesenmeyer: It’s, it’s their level of risk and whether they have outside tax money or whether- … they’re kind of balance sheet or taking it themselves. It’s, it’s- Yeah … more of a risk profile that [00:05:00] everybody’s different on.

    Allen Hall: Okay. So that has changed the landscape quite a bit. So now it’s, once this window of opportunity passes by, we’re into brave new world. Mm-hmm. And operating turbines now not really 10 years, operating till end of life, which could be 20, 25 years. Have operators started thinking about that and starting to address some of the, the, especially the contracts around that?

    Are they starting to rethink contracts? Are they starting to approach full service agreements differently? Is, is the marketplace changing in the US? 

    Dan Fesenmeyer: Yeah, I think so. I mean, it, it, depending what you have and what you’re doing, whether you have an existing agreement or you need a new one, and whether it’s a renewal or if you’re doing, let’s say, a drivetrain or new machine head, then there’s usually a service contract that’s going to come with it- Sure

    ’cause it’s essentially a new machine. Largely a new machine. Largely, 

    Allen Hall: yeah. 

    Dan Fesenmeyer: But in the case of a gearbox, right, you’re probably out of your longterm O&M agreement anyway, and, uh, whether you’re… And you probably [00:06:00] have, you don’t have the unplanned coverage anymore. Right. So it’s really, you’re on, you’re kind of on your own risk.

    Allen Hall: Okay, so that’s the repower scenario. Mm-hmm. What’s happening new turbine-wise? It seems like the, a lot of the operators are choosing six megawatt, seven megawatt, eight megawatt machines tends to be the, the, the band of opportunity for a lot of operators. What are they working on right now in terms of, uh, TSAs, full service agreements?

    What are you seeing out on the landscape US-wise? 

    Dan Fesenmeyer: Well, I think, um, the TSAs haven’t changed much. 

    Allen Hall: Okay. 

    Dan Fesenmeyer: But the- The, the scope and the risk has changed a bit, and the, the OEMs are, you know, holding their cards closer, and it’s hard to get to certain terms that– harder than it used to be. 

    Allen Hall: So let’s, let’s talk about that for a minute because, uh, there’s been some recent reports speaking to the O&M costs for larger machines.

    And so the, the goal was if I went from a [00:07:00] two-megawatt machine to a six-megawatt machine, my O&M cost may be 3x because of the size of the turbine, but ideally they drop. That, uh, the same amount of effort into a larger, m- newer machine, uh, so, uh, my spend wouldn’t go up that much. In, in some places on the planet that I’ve seen feedback about that is that the O&M costs are not 3x, they’re 5x.

    So the, the cost to operate the turbine, the six and eight megawatt machines, is higher than it would be proportionally to a two-megawatt machine. I think operators are just trying to start to figure that out. Are the OEMs already knowledgeable of that fact and are s- trying- I, in, in- … to phrase the conversation



    Dan Fesenmeyer: mean, in the pricing that you get from the OEMs for the full scope agreements, that’s largely in there already. 

    Allen Hall: Yes. 

    Dan Fesenmeyer: And I always tell people look at it on a dollar per kWh or dollar per megawatt hour- Ah … basis versus a dollar per turbine, and you- Sure … you’ll see a different number. 

    Allen Hall: Different calculation done.

    Dan Fesenmeyer: Right. But [00:08:00] these, these larger machines, they need larger cranes. They need tall– Yeah, they have taller towers, so a different crane setup, and these components become very, very large. So- Everything gets harder … everything gets d- more difficult. In a basic sense, it’s still oil and gearbox and, you know, tho- tho- Right

    that kind of basic service. But when you get into major components and more major maintenance items, then it’s bigger, it can be harder. 

    Allen Hall: So what does a operator think about that now that they have a little bit of experience? Obviously SunZia, which is a huge project, three and a half gigawatts, uh, a l- several hun- like around 900 turbines, all of them bigger turbines.

    It’s a r- for, uh, really the first real taste in America of larger turbines. What are the operators thinking about that, and how are they thinking about what sizes to go with in the future? Or, or, or do they not really have a choice? Like, GE offers six, Vestas offers six, Siemens will offer a six or a seven, [00:09:00] so those are your choices.

    They’re– You’re not able to get a two megawatt machine anymore. 

    Dan Fesenmeyer: I mean, I think, uh, it really comes down to your, your site. Okay. And the larger machines are generally better when you have land constraints or, uh, y- your, your wind resource varies very differently. Think of a ridgeline, and you only have a certain number of pads.

    But generally, it’s kind of a pad constraint to push you to the larger, and then your smaller, “smaller,” four and four to four and a half- … megawatt machines, those are still kind of the workhorses of, of the US, in my opinion. Their NCS better, they’re e- they’re lower cost, but you need more pads. So it’s always that trade-off of pads versus space, spacing, uh, and in the end, you just want to get the most AEP out of that site.

    Allen Hall: In terms of marketplace, are you seeing prices generally rise dollars per megawatt on [00:10:00] new turbines? ‘Cause the, at least the market indication is that, uh, some of the OEMs have- Real strength in the marketplace today. This is an, an OEM-strong market. They can set- Mm-hmm … prices now. There’s fewer players. China has been eliminated from a lot of lo- locales.

    Mm. So they don’t have the competition. That allows them to raise prices. Are you starting to see that flow down in some of the contracts, that, hey, the prices are going up? But, but i- inflation has been a big part of that, too. Well, 

    Dan Fesenmeyer: yeah, yeah. I mean, there’s… And tariffs, right? The, uh, that, that’s the most interesting one right now, and you have to kind of peel apart what’s my pre-tariff price versus my post, and then what’s the exposure if these tariffs change?

    And- 

    Allen Hall: Is that in the contracts now? Are they able to write contracts that tie them to what the tariffs could be, so your final price really depends on what the tariffs are today or tomorrow? 

    Dan Fesenmeyer: It’s generally… Well, things have changed and, and things are always fluid, but, [00:11:00] but most recently it’s, “Well, here’s what the tariffs are today,” and when we either bring in the component or when the OEM’s actually paying that tariff, it’s kind of a pass-through 

    Allen Hall: in essence.

    So they’re just handing you the, the bill for the tariff- Yeah … in a sense. 

    Dan Fesenmeyer: I mean, that- that’s it. And then you can maybe negotiate and do some things around that to share risk a little bit. Mm-hmm. But the basic premise is, you know, there’s transparency on here’s the countries and the tariff rates. If these change, that’s on the buyer.

    Allen Hall: So the OEMs are trying to address that in, in some form w- by moving production into the United States. Vestas has a large blade facility in Colorado. They’ve been expanding that over the last several months. They’ve been hiring quite a bit. Uh, GE with LM up in North Dakota and TPI, and all the discussions around TPI at the minute is to really bolster their supply chain.

    Uh, they’re trying to get away from the tariffs as much as they can. Are, [00:12:00] are you… You think you’re still gonna see more of that where a Siemens, a GE, a Vestas are gonna be investing more in the United States to avoid that tariff, or is it just impossible? 

    Dan Fesenmeyer: I, I mean, I think you… What they’ve done, I… It seems to me, I’m not obviously an expert on that, but it- they’ve moved things where they can And to capture- Mm

    you know, where you already have capacity. But starting, yeah, building a new plant somewhere, I’m not sure how wise that is in the environment that we’re in. 

    Allen Hall: Yeah, you saw a lot of plants that were proposed two, three years ago that have, were never built. It does seem like existing plants that were on site that were closed got reopened.

    Kansas, Iowa- Mm-hmm … some of those plants got- Mm-hmm … started over again, which is easier to do, which makes a lot of sense. So they’re going after the, the easiest things first still. We’re in that phase of we’re not gonna put a lot of money into the United States however. We’re gonna utilize what we have and maybe grow what we have.

    Dan Fesenmeyer: Right. Or, or similarly, you can move from, if you have more of a… All these supply [00:13:00] chains are global at this point. 

    Allen Hall: Sure. 

    Dan Fesenmeyer: But if you happen to have a factory in a country with a lower tariff and versus one that’s higher, maybe you move that. You’re not bringing it over to the US, but you’re moving from, let’s say, India to the UK.

    Allen Hall: Sure. So, so- Okay, so there, there’s a lot of sh- card shuffling going on- Yeah … to avoid tariffs. 

    Dan Fesenmeyer: Yeah, and unfortunately then the tariffs change and- … perhaps you have to change back. And, and the other one, uh, that’s out there, obviously the Supreme Court had their ruling on tariffs, so folks are waiting for a Section 232, which is 

    Allen Hall: still- Untouchable, in a sense?

    Uh- 

    Dan Fesenmeyer: Well, it- people are just waiting for what, what will Section 232 be. And it’s been looming for months now. 

    Allen Hall: Over a year. 

    Dan Fesenmeyer: Yes. So, and, you know, we’re waiting, I guess. 

    Allen Hall: Is the feeling about that in the industry, uh… I’ll, well, I’ll use a couple of good examples, I think, which, uh, offshore wind being a real stress point United States, and a lot of [00:14:00] the administration’s work to limit offshore development got stopped in the courts.

    So anything that was sort of building turbines, putting, had ships out, putting- Mm … uh, monopiles in, they never got stopped. They were delayed a couple of weeks, but they were never really stopped, and it feels like from the outside looking in, is that the courts are not gonna allow some of these, uh, movements by the administration to take effect.

    Is the industry in the United States seeing the tariffs and some of the more extreme things that are happening as temporary or, or are they being a little more cautious, saying, “Yes, offshore wind has won a, a number of lawsuits”? But we may not. And th- with the Department of War and 232 and all those events that are happening, what is the outcome there, and w- how are operators thinking about that?

    Dan Fesenmeyer: Well, I think we’re in a, in a market where if you have a project that can get built within this window- 

    Allen Hall: Yeah … 

    Dan Fesenmeyer: and [00:15:00] you’ve safe har- Like, those projects- And you’re, you’re just in … are desperately moving forward. 

    Allen Hall: Okay. 

    Dan Fesenmeyer: Then- ‘

    Allen Hall: Cause the trend has been, if you can get it in the ground, they’re gonna let it be developed.

    They haven’t been able- Right … to stop anything halfway through. Well, 

    Dan Fesenmeyer: other, like, the FA is a good example of it- 

    Allen Hall: Sure … 

    Dan Fesenmeyer: being stopped. But- Yeah … if you have a project that’s being built, you’re moving forward, and then projects that are outside the window, it’s more of a greenfield development view of, of life.

    And seems like some folks are selling p- assets, some folks are buying- A 

    Allen Hall: lot of that … 

    Dan Fesenmeyer: development assets. 

    Allen Hall: Let’s go down that pathway for a minute because I did think- Yeah … that’s a very interesting piece to what’s happening in the United States at the minute. There’s a lot of transactions, big dollar transactions happening for wind- Mm-hmm

    on buying, selling portfolios, not just farms. It used to be farms. Right. We’ll sell a farm. Yeah. It was. We’ll swap farms, that kind of thing. Now it’s like, uh, would you like our whole portfolio, wind, solar, battery? 

    Dan Fesenmeyer: Mm-hmm. 

    Allen Hall: Is that playing into a lot of the decisions that are [00:16:00]happening on the ground right now, that a, a developer or an operator that has assets is saying, this is a prime time to sell.

    There’s a l- I have my tax credits already locked in. We’re golden here- Mm-hmm … for several years. The value is never gonna get higher. I need to get out. I- is that the marketplace today, is- 

    Dan Fesenmeyer: I think for some. I mean- Yeah … everybody’s got different, uh, motivations, whether they wanna get into wind, get out of wind, greenfield versus repower.

    Uh, it, it’s, it’s really their view of the world and their risk profile moving forward, and whether this is a short-term play, long-term. Do we wanna get out of wind? Some people are essentially doing that. Uh, it’s, it’s across the board. 

    Allen Hall: How’s AI data centers playing into this? What are you hearing? 

    Dan Fesenmeyer: Oh, I mean, that’s what everybody talks about, AI and data centers, and the demand for power is there.

    And- The [00:17:00] issue that, that a lot of us see is wind and solar and battery can all help with that. 

    Allen Hall: Sure. 

    Dan Fesenmeyer: And if you want a gas turbine, that’s great, but my former colleagues at GE are gonna tell you it’s 2030- Yes … or later to get one, so what do you do between now and then? And you’re seeing prices go up, which makes these wind farms look pretty good.

    Power profile’s nice. Yes. Uh, but you still have hurdles to get, like the FAA, US Fish and Wildlife, all these other hurdles to, you know, that are slowing down wind and solar for that matter too. 

    Allen Hall: Solar’s been slowed down for sure. 

    Dan Fesenmeyer: Yeah. Yeah. Yeah. 

    Allen Hall: Does that change, though, with the demand for power in AI data centers?

    And it does seem to be a priority in the United States to, to win this AI race. Mm-hmm. Does that loosen some of the reins on renewables to let them go, like just look the other way for a while, while they put a new solar field or wind farm in? 

    Dan Fesenmeyer: It stands to reason that will happen. Haven’t really seen [00:18:00] it, unfortunately.

    But I wo- But I think it will, right? I mean, it, it, it, it almost has to at some point. 

    Allen Hall: There’s a lot of pressure on Washington DC to let data centers start being developed and, and go. 

    Dan Fesenmeyer: Mm-hmm. 

    Allen Hall: But a- as you pointed out, gas turbines are hard to get, and they can’t scale up at the rate at which the demand is.

    Right. So your alternative is something really simple, quick and efficient, which would be wind and solar and a little bit of battery. Yeah. I- is that change in the thinking of operators and how they’re thinking about their assets, one, and two, what they’re thinking about in the future? Or are they trying to hook up with an- a- I mean-

    a Google, a Facebook, a- Yeah, I 

    Dan Fesenmeyer: mean, the offtake’s- … SpaceX … there, and that’s generally, you know, it used to be utility PPAs. Then it turned- Right. … into hedge things and C&I. Yeah. And now it’s more, you have this, the data center offtake. 

    Allen Hall: Is the data center offtake, thinking about it from a, a financial standpoint, which they’re probably not being tied to the grid.

    At [00:19:00] least a lot of these, or at least the talk is right now, is the not being connected to the grid to be sort of standalone, feeding a data center, and maybe a piece of fiber optic coming out of the data center. But that’s essentially it. Maybe some backup power on the grid just in case things go horribly wrong, but standalone power for data centers does make sense.

    It would, it would seem to lessen the requirements on wind and solar in terms of interacting with the federal government or the, the power company in a sense. Does that make wind and solar a little more viable because it’s not connected to the grid? 

    Dan Fesenmeyer: Well, I mean, it will be connected to the grid because when the wind stops blowing, the utility will usually, you know, or, and the sun stops sh- shining- Sure

    uh, the utility will kind of provide that power. That w- Or the gas turbines that they have would- Gas turbine will kick 

    Allen Hall: in, right. 

    Dan Fesenmeyer: Yes. Yeah. But, but generally speaking, you’re never truly off the grid, but it does speed things up with interconnection and, and, you know, your T&D [00:20:00] line is much shorter. 

    Allen Hall: Right. 

    Dan Fesenmeyer: Or not, you know- Much

    much, much shorter. Yeah. Depending where the, the resource is and versus the plant or the, the data center. 

    Allen Hall: So what are the things that we don’t know in the industry that you’re in touch with that we should know? ‘Cause there, there must be a lot happening behind the scenes that we don’t hear out in public or in the common spaces of some of these conferences that are happening behind the scenes.

    What is, what is the status right now? What do you think the status is of wind? 

    Dan Fesenmeyer: I mean, it’s, I, I, I’m a big sailor, and sometimes the wind’s blowing hard- … you’re going fast, and sometimes you sail into what we call a hole- Yeah … and it’s just dead quiet. We’re not quite there yet, but, um, it, it’s kind of we’re going through a bit of a lull right now.

    And I think, I think what people don’t realize is the multiple roadblocks that the industry’s facing. In the past, we’ve had PTCs lapse, and the question is when and if it [00:21:00] will be renewed. Yeah. Now you have other roadblocks, you know, whether it’s, again, FAA, Fish and Wildlife, permitting, different localities.

    Some… And this goes back to the data center. A lot of local, you know, communities don’t want a data center. 

    Allen Hall: Right. There’s a lot of- 

    Dan Fesenmeyer: Right? And they’re like, “Well, wait a minute. My power prices as a citizen are gonna go up- True … because of it.” 

    Allen Hall: Yeah, it’s true. We’ve already seen it. 

    Dan Fesenmeyer: Yeah. Yeah. So, so there’s a lot of just new barriers that have come up.

    Allen Hall: Okay. That- 

    Dan Fesenmeyer: But wind developers are an extremely resilient bunch, and- 

    Allen Hall: This isn’t the first rodeo- 

    Dan Fesenmeyer: Right … 

    Allen Hall: where they’ve had these issues pop up- Yeah … and PTCs stop and other world forces affect the industry. What’s the outlook over the next three to five years, do you think? Different administration in a couple years, maybe different outlook, more demand on…

    for power, AI data centers. Is- it just gonna [00:22:00] overwhelm any resistance to wind and solar and battery? 

    Dan Fesenmeyer: I mean, it, it, that’s kind of a crystal ball, but I think if these data centers start getting built out like people think they will, there’ll be demand for power. And, now we’re talking basic economics, Supply, demand. People need power, then power plants will get built and, whether it’s gas, wind, solar- 

    Allen Hall: All of the above 

    Dan Fesenmeyer: All of the above, right? And, and I think it will ultimately follow that. I think the, administration will let you know if there’s not enough power or power gets too expensive, something has to break and fill that gap 

    Allen Hall: because- So let the economics play out a little bit.

    Dan Fesenmeyer: Yeah, right? Yeah. ‘Cause we’re, we’re voters, right? And- Sure … and, um, people vote often with their pocketbooks. 

    Allen Hall: And wind and solar are cheap sources of energy, and they’re gonna come to the top of the list almost every time. 

    Dan Fesenmeyer: Yeah. 

    Allen Hall: Yeah. Yeah. Yeah. I, I agree with you. Uh, it’s good to see you again. We saw you a few months [00:23:00] ago at WOMA in Australia, and that was wonderful.

    And I tell a lot of the operators we talk to, “You better be talking to Dan and WindQuest Advisors because you really need to understand what your contracts say and the contract you’re signing, and you need to have a better sense of what’s happening, a little more broader speak in the United States and elsewhere- Mm-hmm

    and they should be talking to you.” So how do they call or how do they contact WindQuest Advisors to get started? 

    Dan Fesenmeyer: Well, www.windquestadvisors.com or reach out to Allen and his team. You’re on LinkedIn. I’m on LinkedIn as well- … both personally and my firm. And, um, ask a friend ’cause I have a, we have- … big networks that everybody…

    You know, it’s, it’s a small community here. It 

    Allen Hall: is. 

    Dan Fesenmeyer: Right? 

    Allen Hall: It is. 

    Dan Fesenmeyer: And, and people bounce around different firms and, but people stay connected, so, um, that’s a great way to find each other as well. 

    Allen Hall: Yeah. Great to see you, Dan. Likewise. Thank you. Thanks for being on the podcast. And yeah, we’ll hopefully see you in Australia in a couple months.

    Dan Fesenmeyer: Looking forward to 

    [00:24:00] it.
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    GE Vernova Backs LM Wind Power, KKR Buys EDF Assets

    2026/07/07 | 26 mins.
    GE Vernova pumps $1 billion into LM Wind Power, and KKR buys EDF’s US and Canada renewables arm. Plus CIP sweeps South Korea’s offshore auction and the CME plans wind derivatives across three continents.

    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 StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts.

    Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead and Yolanda Padron. Rosemary is at GWO training this week. And we have an announcement about Wind Energy O&M Australia 2027. Matthew, you wanna give all the details? 

    Matthew Stead: Drum roll Um, very pleased to announce that WOMA 2027 will be at the East Pullman Hotel in Melbourne’s east, uh, not the other one, and, uh, 3rd to 5th of March.

    Um, the first two days will be two days of wind O&M, uh, conferences, [00:01:00] uh, and then the Friday will be a half-day, uh, training session. More information to come. 

    Allen Hall: Well, she’s not here, so we can probably just announce it, that Rosemary will be giving a terrific four-hour-long seminar on blades and blade repair, so you sign up now.

    Matthew, where do you go if you wanna just check out what’s happening at WOMA 

    Matthew Stead: 2027? Uh, well, actually, it’s woma2027.com. 

    Allen Hall: Uh, over at GE Vernova and LM Wind Power, there’s been a whole bunch of turmoil over the last couple of years if you haven’t been paying attention. Well, GE Vernova just injected about a billion dollars into that company.

    So although LM recently has shown very little in terms of revenue, it definitely had needed some capital injection in, uh, at least according to the Danish press, the number of employees at the Danish site is about 20 to 30. So it’s really a fraction of what it once was. But [00:02:00] it does seem like GE is paying off all its existing debt and then giving it a little bit of a cash infusion to keep it rolling.

    The question really is, is what is GE Vernova gonna do with that business now? Are they planning on keeping it? Are they trying to get s- to get it back to health where they can service the other, uh, OEMs that they manufacture blades for? Or is there a larger action that will happen in the near future?

    What do we think? 

    Matthew Stead: Yeah, I’m really confused by this one. I mean, a cash injection just so that you’re not bankrupt on paper is, um, that’s just playing with money as far as I’m concerned. Or I’m not sure if it’s a US term, but, you know, shuffling deckchairs on the Titanic. It doesn’t– Does it change anything?

    Allen Hall: Well, uh, th- they made no announcements about closing facilities. The LM blade facility in North Dakota still appears to be making blades. There’s the TPI factories, which are going through a transition r- right now, appear to be making GE [00:03:00] blades. I, I assume Gaspé up in Canada is still making blades, at least that’s the story.

    If GE’s gonna rely upon LM to make blades, they’re gonna need to keep them open. Is, is this more of just keeping the factories open with a skeleton engineering crew and possibly moving the blade design group into the States? Is that– Or India or, or somewhere? 

    Yolanda Padron: And they’re still selling, right? They’re still selling blades.

    It seems like they’re still planning on manufacturing blades. Do we think that maybe- They’re just trying to avoid that whole TPI bankruptcy deal to not have to kind of scrap for parts? 

    Allen Hall: Yeah, it’s a great question. I think TPI has been producing parts at high quantity, and some of the Things I’ve heard from the industry folk is that TPI is really busy in producing quality blades, and it’s like the bankruptcy transaction is not happening, which is great to hear because the [00:04:00]industry needs blades, and there’s a lot of repowering going on in the United States and a lot of activity in general, so they need blades.

    But does LM continue to be a part of that? 

    Matthew Stead: Yeah, I mean, presumably the TPI, um, whole story only makes LM more important, you know, more important to have, uh, an additional manufacturer and, you know, providing, you know, options for the OEMs. 

    Allen Hall: It does seem like, though, the GE offshore, GE Vernova offshore is not a thing.

    Although I’ve heard a couple of rumors that, yeah, GE Vernova is offering some products for offshore, it doesn’t seem like their heart is in it. I can see that happening. So are they just trying to focus on onshore business, and that’s it for the time being? Just let it play out and, uh, wait until the elections in 2028?

    I know that’s gonna get me blocked on YouTube, but that, that does feel like what’s happening at the moment. 

    Matthew Stead: Yeah, I reckon it looks completely like that. 

    Yolanda Padron: I mean, it also looks like they’re [00:05:00] just kind of trying to play everything a little bit more safe, right? So they are scaling up, but not as fast as they used to, so scaling the blade sizes.

    And then they’re– it seems like they’re, they’re having their FSAs cut quite a bit shorter than they used to, right? So are they maybe just trying to focus on, like, cash up front and just trying to play it safe until they can get their, their footing right again? 

    Allen Hall: Or is it focus on key customers? I could see GE Vernova actually doing that, that they have a history with certain operators worldwide, and they’re just gonna focus on producing and delivering for those customers.

    Because you don’t see a lot of announced orders for GE turbines. Vestas is announcing things practically every week. Nordex is doing something similar. Siemens once in a while. But what you really don’t hear anything from in any quantity at [00:06:00] all at the moment is from GE Vernova. When a company needs cash badly enough, even the crown jewels go on the block.

    And EDF, the French state-owned utility, has to fund the upkeep of 57 aging nuclear reactors and build six new ones, so it is selling. EDF has agreed to hand its US and Canada renewables business, EDF Power Solutions, to the private equity firm KKR. The business runs 5.6 gigawatts of renewable assets across the two countries.

    Late last year, EDF’s chief executive floated selling anywhere from half to all of the unit in a deal that could be, well, it’s reported to be about $4.2 billion. That’s the latest news I’ve heard. This is a big transaction. KKR is Canadian, right? And is a massive investment firm Uh, which I, I don’t think have a lot of wind at the moment.

    Uh, what is the [00:07:00] KKR play here? 

    Matthew Stead: I, I love this because this is, uh… So obviously I’m Australian, and Macquarie is a big Australian. So, um, Macquarie own a whole lot of wind farm, a whole lot of wind infrastructure. So I just see this as a wonderful g- you know, fight between KKR and Macquarie. And so KKR has a whole lot of, um, they o- they’ve got some, you know, stake in Australian wind farms.

    They’ve got some work, you know, through Europe with wind farms. So I, I, I think this is a good thing, just a bit more global competition and a bit more global growth. And I think it’s all coming from the data centers and, you know, the future increase in growth of, um, demand. 

    Allen Hall: Yolanda, EDF’s wind fleet is a variety of turbines, right?

    They have some GE, some Siemens. Anything else in their portfolio? 

    Yolanda Padron: I think they have a bit of Vestas there too, right? Is it something that we were saying? It’s– I think this is really interesting. Um, I know that there’s not– I mean, of course EDF is the latest, but there’s some [00:08:00] operators that seem to be, um, consolidating into a bit more of those just higher private equity firms, and it’s– Do we think that maybe this is the way that the US is going to lean towards?

    I know we talked a lot about leaning towards funding the data centers and maybe a bit more the behind the meter things. Uh, but do we think that maybe that’s the future of the US? There’s a couple of companies that kind of just own all the major infrastructures and then- A 

    Allen Hall: couple Canadian companies. 

    Yolanda Padron: And what does it mean for, like, asset management and stuff, like, that’s really, really different from what they’re seeing in their desks in New York and stuff, and just the larger financial models versus what’s happening on the ground, and how will they connect everything?

    Allen Hall: It’s a great question. 

    Matthew Stead: NextEra and Dominion, you know, things are only getting bigger. Scale’s, scale’s coming. 

    Allen Hall: Yeah. I wonder how much, uh, this transaction will have to go through regulators in the US, uh, because it scares me when you have a, a– such a [00:09:00] large foreign national company. There’s actually two involved in here, right?

    So you, you have a, a French company and a Canadian company trying to transact on, in the United States on a lot of assets. Uh, it probably won’t be that quick if there’s any oversight at all. I, I’m guessing that we’ll hear noise about it. So we’re, we’ll have to keep listening to all the news sources about it and, and telling our valued listeners what’s going on.

    Because there’s, uh, we know a whole bunch of people that work at EDF and like, love those people and are really concerned about what the future holds for them. I, at least it sounds like upfront that KKR is just gonna continue with operations, but I know, uh, uh, it’s a turbulent time, and if you work there, you, you hopefully things continue the way they’re, they’re supposed to because One of the things about EDF historically has been is that they’re really talented people, that they have hired well over time and that they know what they’re doing.

    And every time we, Weather Guard and [00:10:00] Yolanda and I’m sure Matthew have dealt with EDF quite a bit They are on top of what they’re operating. They know how their assets work, and they know how to manage them, and so you’d hate to lose those people in a transaction like this. It would decrease the value of the assets, I would say.

    Very interesting transaction. 

    Matthew Stead: Yeah. But, I mean, what if the counter, what if, um, this is all part of a, a growth strategy? You know, a growth strategy with wind, solar, and battery, you know, providing more power. So it might actually be an opportunity. So, you know, opportunity to do more and some more exciting work across all three disciplines.

    Allen Hall: Definitely so. Uh, but it’s a little early. The ink hasn’t dried yet on the contract. So while offshore market pulls back in general, in a lot of places like the United States, another one is racing ahead. In, in South Korea’s latest offshore wind auction, one name walked away with the lion’s share, Copenhagen Infrastructure Partners, CIP.

    The Danish fund [00:11:00] secured more than one gigawatt of the 1.8 gigawatts on offer, including the single largest project and the only floating wind winner. And the appetite was record-breaking. They had a whole bunch of developers trying to bid on this. You had about 3.7 gigawatts being bid in, more than twice of the capacity available.

    So for a country that only began competitive offshore bidding in 2022, that’s a few short years ago, that market is coming of age. This is a huge announcement by CIP, right? That, uh, they have bid into the system. They’re, they’re winning, and they’re bringing Siemens Gamesa to the table, which we haven’t heard a lot of Siemens Gamesa’s turbines being selected, but this is a massive order and really gonna help secure at least some portion of, of the Siemens Gamesa business.

    Matthew, you’re closer to it. In, in South Korea, are you seeing the South Korean industry being built within [00:12:00] the country, or are you seeing, uh, partnerships with surrounding countries like Japan? ‘Cause it doesn’t seem like when– and I’ve looked at some of the South Korea, uh, efforts. It does seem like they’re trying to stand up their own offshore built-in country plan.

    Is, is that the goal? You think Siemens is gonna end up building a, a factory in, in South Korea for some of these projects? 

    Matthew Stead: Maybe a couple of things. First of all, I have to apologize. I think, uh, we were talking the other week, and I, I, I sort of implied that floating offshore wind was dead, and I think we copped a bit of flack from that.

    But, uh, anyway, wrong, wrong on, uh, 

    Allen Hall: floating offshore is dead. 

    Matthew Stead: Um, but um, you know, I’ve had a fair bit of interaction with, uh, South Korean, um, you know, Philippines, Japan, obviously. I think they’re all trying to get their industries up, but I, I don’t think they’ve got the scale So, you know, I think they, they really need like the Siemens Gamesas, the Vestas’s, um, to come in and, and partner with them.

    I just don’t think they’ve got the scale, you know, the, the [00:13:00] installed fleet, the industry to really promote it. And, you know, to get the economies of scale, they’re gonna have to pull in the big existing incumbents. So, you know, good on CIP for, for pulling this off. 

    Allen Hall: In terms of South Korea industry, I think steel is one of their strongest, uh, industries at the moment, and obviously shipbuilding.

    Those are the, that go hand in hand, so to speak. There’s a lot of steel in wind turbines, and particularly in floating offshore wind turbines. It would seem ripe for South Korea to get into that marketplace. 

    Matthew Stead: I’m not sure the intellectual property is in steel tubes. Um, I, I guess what I’m trying to say is the intellectual property is in the turbine nacelle and the blades and, um, you know, I, you know, correct what I said that, you know, obviously the steel and the steel manufacturing in South Korea is, is pretty amazing.

    Um, but yeah, they’re clarifying what I said before. 

    Allen Hall: So is this gonna turn into the leading floating project in the world? You know, Greenvolt’s gonna happen in the [00:14:00] UK. There’s some talk of things up in Scandinavia. But in terms of speed, will this be one of the leading candidates in t- in getting things in the water just because of the capability of South Korea to, to build at scale?



    Matthew Stead: think it’s really exciting. Yeah, I, I’m, I’m gonna watch very closely. 

    Allen Hall: I think this is gonna be amazing. I really do. 

    Yolanda Padron: I was gonna say, could you imagine, like, a, a turbine and a blade where everything is just perfectly manufactured or close to perfectly manufactured? I g- I went to one farm last week, and there were…

    I mean, it was in the States, and there were so many patches on new blades. I was just talking to the people in operations like, “What’s, what’s going on here?” You know? Uh, so it’s just really… I don’t know. This is exciting. 

    Matthew Stead: Do you think, um, they’ll build a blade factory, Yolanda? Do you think they’ll actually take on the blades?

    Yolanda Padron: I don’t know. Uh, I, I mean, it’d, it’d be great for them, I think, right? It’s a new area of business that they’re diving [00:15:00] into. 

    Allen Hall: If they don’t have to build the building at the port, I think Siemens would be willing to erect something near the shoreline. And in Korea, there’s a lot of major industry right on the shoreline.

    It would be relatively easy, I think. You know, ev- it sounds easy now because you’re not actually doing it. But in terms of, you know, building a blade factory on the coastline of United States versus doing it in South Korea, South Korea’s gonna be way easier to do that and at scale quickly. That, that one seems like a win-win.

    I d- if there’s any place on the planet that could do it quick besides the UK or, you know, Denmark, someone like Netherlands, someplace like that, Germany, it’s gonna be South Korea. 

    Matthew Stead: Maybe that’s a bet, you know. So prove me wrong again. My money at the moment is that Nacelles blades won’t be coming from South Korea.

    Allen Hall: Well, if they don’t come from South Korea, they’re gonna be on a South Korea-built ship. We’ll be bringing th- those [00:16:00] blades in country. That’s what will happen. So wind is getting its own set of financial instruments, which sounds weird, right? Wind is wind. It’s in a very legacy style industry. The Chicago Mercantile Exchange is planning to launch wind derivatives across three continents, which are contracts that are tied to the grid in Texas, the markets in the UK and Germany, and just the Victoria state in Australia.

    So today, most weather hedging happens through one-off over-the-counter deals that are sort of hard to trade and thin on liquidity, so it’s not a commodity you can pass around. A standardized exchange-listed contract changes all that. A utility or a wind farm owner could lock in a hedge in about 15 minutes.

    The contracts would settle against independent data that models how much power the wind should have produced in a given place, likely supplied by [00:17:00] the Finnish firm, drum roll, Vaisala. Plans are not final, but they could go live within months. So they’re hedging on the wind. Does this sound like a smart move, or w- what are some of the consequences of this?

    Matthew Stead: I think it goes back to that volatility. W- when there’s volatility, people can make money. Um, you know, and a side note, that’s where, that’s where offshore wind comes in because it’s much more predictable. Um, you don’t get the same lulls with offshore wind. Yeah. So I, I, I love all these, these creative ways of, um, generating, generating demand, financial demand.

    Allen Hall: It can be played though, right? I mean, that’s one of the things about wind, ’cause each turbine is its own separate little power plant that all connect to a substation, so if you have bought a hedge and the substation goes kaput for 24 hours, you could lose your shirt. It does seem kind of risky, depending on what the scale is here.

    If you’re doing all of Texas or all of [00:18:00] Victoria, maybe that makes a little more sense, but yikes. That’s gonna be a rough market. 

    Yolanda Padron: Yeah, the market’s already open, right? Like, you can bid day ahead, um, instead of just real-time prices. But so this, this would be really interesting for owners, right? To be able to track that a lot better than just that gut feeling, which obviously I know people working in trading aren’t just going off of their gut feeling.

    I know it’s a very, very intense thing. Nobody go against me, please. This is very intense, and it’s better– They do a better job than I could ever do. They do great, 10 out of 10. But this– I think this is really interesting for those of us especially who maybe aren’t super in tune with what, uh, all goes into it.

    So being able to have something that helps you plan it a bit more for, you know, people like you mentioned earlier, the people that have their home batteries in Australia and are just working on the market itself and maybe [00:19:00] not– don’t have those 10, 20 years of experience of, of actually working on the market.

    So this is, this is exciting. 

    Allen Hall: Does that explain all the weather sources and the weather companies when we go to a wind, a larger wind or solar event that there does seem to be a lot of people offering weather insights? Is that what that’s about, is they can hedge? If you have a slightly better weather model, that would give you an advantage in this kind, kind– really kind of market?

    Is that the, the goal of all those weather firms? 

    Matthew Stead: Uh, absolutely. And, you know, we’re, we’re part of that because, um, ice, ice, um, you know, reduces power output, and ice forecasting and weather forecasting is, uh, really important in, you know, the Nordics, where you don’t want to be promising certain power and find you can’t deliver ’cause everything’s iced up.

    So, you know, we, we do work with forecasting companies to improve the, [00:20:00] uh, the quality, and it does have a mer-material difference on, on the financial markets. 

    Allen Hall: So is that something that we can all get paid for? by these weather companies and these, uh, forecast companies if we provide insights on lightning, so to speak, and icing, uh, is that a revenue chain for at least one of us?

    Matthew Stead: Absolutely. 

    Allen Hall: Maybe I like this more and more. I was, I was very hesitant of this exchange, thinking like, “Oh man, not a, not another highly leveraged situation with energy. That doesn’t sound smart.” But, yeah, if we can make a small fortune, Matthew, I think we should do it. 

    Matthew Stead: Fun fact, there was a flight from, um, yeah, from London to Australia the other week, um, and it’s a direct flight, you know, so 17 hours, and, uh, there was a change in the weather.

    So there was a change in the weather, and that aircraft didn’t have enough fuel to fly to Perth anymore, so it had to land in the outback of Australia. 

    Allen Hall: No. Did that happen? 

    Matthew Stead: Yep, because there was a [00:21:00] change in the weather. 

    Allen Hall: Are there just, like, kangaroos lined up in a runway shape to get the airplane on the ground?

    Or how do they– Is there a runway out in the outback that would accommodate a large… That’s a large airplane that’s making a London to Australia trip. Triple 7380? It 

    Matthew Stead: was a Dreamliner. Um, but, um, it, yeah, it landed in Kalgoorlie. So Kalgoorlie’s a mining town. Yeah, they’ve got, they’ve got big stuff in Kalgoorlie.

    Allen Hall: In this quarter’s PES Wind magazine, in which there is a whole bunch of great articles, a interesting article about grease. Grease not the country, although I would love to go visit Greece. Grease the lubricant that’s in all our bearings and keeps the world moving at any one particular time. Uh, Sh-Shell was talking about doing a lot of research on grease, and when poor lubrication, uh, happens, it’s one of the leading causes of bearing failure.

    And so when you see a bearing all tore up, usually the first indication is, is there’s something wrong with the grease. Uh, [00:22:00] so Sh-Shell and bearing maker SKF and the University of, uh, Twente joined forces to answer a deceptively simple question: How do you predict when grease inside a bearing will let go?

    Well, their answer comes down to film thickness. The microscopic layers of grease that keeps the steel from grinding on each other is the magic variable. The work won a major tribology award and is already feeding into, uh, some of the tools that operators use to schedule relubrication before a bearing fails.

    And It all comes down to lubrication. That’s the lifetime of a wind turbine. There’s so many pieces that are rotating and are heavily loaded with really complicated bearing surfaces. If you don’t have the grease right, it’s just not gonna work. And what’s happening at Shell is one of those pieces, and we’re [00:23:00] learning so much more.

    And as we, uh, evolve in the technology and become smarter about the molecules we use and how we use them, uh, this is gonna have a big impact. And I know, Yolanda, you’ve been up to– Well, you’ve been to a couple of wind farms recently. Do you s- see– still see huge grease problems that I usually see when I’m on site?

    Matthew Stead: Mm-hmm. 

    Yolanda Padron: I didn’t think that was an issue that was gonna go away anytime soon. But it’s good to know that, that there’s something being done about it that’s more revolutionary than just paying someone to clean the turbine every once in a while. 

    Allen Hall: And the contaminants that get into the greases are a huge problem, particularly where there’s any sort of sand, dust that climbs in.

    So keeping those joints clear and those rolling surfaces clear is a major effort. And knowing when to relubricate. And, and Matthew, you guys see pitch bearings and all kinds of problems up on blades that are lubricated that have run out of their lifetime early. It does seem like the first thing you see on particularly pitch bearings [00:24:00] is grease on the side of the turbine from them.

    Matthew Stead: Yeah. I think that’s– uh, there’s even a special code that the, the visual drone inspection companies have. They’ve got codes for, um, grease and so, yeah, exactly, that’s an early flag. But also dust. You know, sometimes dust from the inserts and from the bolts. Yeah. So it’s, yeah, interesting topic. 

    Allen Hall: Well, I, I think it’s one of the key pieces to keeping the turbines running.

    And I know if you travel a lot around wind turbines, the, the grease is the thing that the technicians always talk about, and there’s so many different tools to go out and look at these things. But lubrication, we gotta get to it. And, and Shell, and SKF, and a number of others are, are working at it to make, hopefully, our lives a little bit easier.

    So if you wanna go check out this article by Shell, go visit peswind.com and download a copy today. That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on [00:25:00] LinkedIn, and don’t forget to subscribe so you never miss an episode.

    So for Yolanda, and Matthew, and an absent Rosie, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy podcast.
  • The Uptime Wind Energy Podcast

    Storm Damages ENGIE Wind Farm, Mexico Plans 7 GW

    2026/07/06 | 3 mins.
    Allen covers a storm that damaged ENGIE’s South Dakota wind farm, Sumitomo exiting two Belgian offshore farms, Envision’s loss in Denmark, and Continental building its own wind farm.

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

    Happy Monday everyone.

    Sometimes … Mother Nature reminds the wind industry who is really in charge. Late last month … hurricane-force winds ripped through Hyde County, South Dakota … tearing into the Triple H Wind Farm operated by French energy giant Engie. One hundred and thirty-one miles per hour … as strong as a Category Four hurricane. More than twenty of the site’s ninety-two turbines … damaged. The two-hundred-fifty-megawatt complex is out of service … and turbine supplier GE Vernova is on-site now … assessing the wreckage. No injuries … but the governor declared a state of emergency. The machines that harvest the wind … taken down by the wind itself.

    Now … while one wind farm goes dark in the American plains … ownership is reshuffling across the North Sea. Japan’s Sumitomo Corporation has exited two Belgian offshore wind farms … selling its stakes to joint venture partner Jera Nex BP. That is the partnership between oil major BP and Japan’s largest power generator Jera. Jera Nex BP now has full ownership of the two-hundred-nineteen-megawatt Northwester 2 … and has raised its stake in the one-hundred-sixty-five-megawatt Nobelwind to eighty percent. Both farms operate out of Ostend, Belgium … and have been generating power since 2017 and 2020. Sumitomo walks away … Jera Nex BP doubles down.

    Meanwhile … in Denmark … China’s Envision Group is seeing red for the first time in fifteen years. The company’s global innovation center in Silkeborg … a strategic research hub for wind turbine components and advanced manufacturing … posted a loss of just under one-point-three million Danish kroner. That is a swing of more than one hundred fifteen percent from last year’s profit. The culprit is not the technology … it is the currency. The U.S. dollar fell nearly twelve percent against the Danish krone in 2025 … and Envision’s books took the hit. Revenue also dropped eighteen percent … but management says the underlying operations remained stable. The machines still work … the math just changed.

    And speaking of money flowing into wind … a Turkish energy company just tapped an unusual source. Aksa Enerji … the largest publicly listed independent power producer in Turkiye … has secured one hundred twenty-four million dollars in financing backed by China’s export credit agency Sinosure. The money will fund a one-hundred-megawatt wind-plus-storage project in the southern province of Mersin. This is the first renewable energy project in Turkiye to receive a license as a storage-integrated facility. Aksa now operates power plants across seven countries … with more than three gigawatts of total capacity. Chinese capital … backing Turkish wind … with battery storage baked in from day one.

    Now … here is a story that might surprise you. Continental … the German tyre maker … yes … the tyre company … is building its own wind farm. Three Nordex turbines … each standing two hundred sixty-seven meters tall … right next to its tyre factory in Korbach, Germany. When they are online … those turbines and the factory’s existing solar panels will cover two-thirds of the plant’s electricity demand. Fifty-five gigawatt-hours a year … powering rubber mixing and extrusion lines … directly from the wind. Continental calls it a model for its production sites worldwide. Cheaper power … more predictable costs … and less exposure to volatile energy markets. The wind industry just gained a tyre company as a customer … and a competitor for electrons.

    And finally … south of the border. Mexico has eight gigawatts of wind power installed today … more than thirty-three hundred turbines across sixteen states. But the next chapter is already being written. The government plans to add nearly seven gigawatts of new wind capacity this term … part of a broader push for thirty-two gigawatts of new generation overall. More than two gigawatts of wind projects are pending allocation right now … and the industry estimates this next wave could mobilize four to five billion dollars in investment … building thirteen to fourteen new wind farms before the decade is out. The final decisions come in October.

    Here is what stands out this week. The wind industry is no longer just selling kilowatt-hours to utilities … it is selling energy independence directly to manufacturers … and that changes the customer base entirely. At the same time … capital for new wind projects is coming from places it never came from before … export credit agencies … cross-border joint ventures … and government allocation programs with billions on the line. The money is there … but so are the risks … currency swings … extreme weather … and the constant reshuffling of who owns what. For wind energy professionals … the takeaway is simple … the industry is growing … but the business model around it is getting more complex by the quarter.

    The turbines keep turning.

    And that’s the state of the wind industry for the 5th of July 2026. Join us for the Uptime Wind Energy podcast tomorrow.
  • The Uptime Wind Energy Podcast

    PowerCurve Recovers India AEP, Silent Edge Cuts Noise

    2026/07/02 | 26 mins.
    Nicholas Gaudern, CTO at PowerCurve, joins to discuss India AEP gains, DragonScale VGs, and Silent Edge noise reduction.

    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!

    Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow

    Allen Hall: Nicholas, welcome back to the podcast. 

    Nicholas Gaudern: Thanks, Allen. Great to be back. 

    Allen Hall: So there’s a lot going on at Power Curve, and I saw some news online about Power Curve in India. 

    Nicholas Gaudern: Yes. 

    Allen Hall: Which is a new development. 

    Nicholas Gaudern: Yeah, so we’ve been working in India for, for some years now, and we have, uh, more than 100 turbines out there with our equipment on, primarily vortex generators so far.

    And what we’re seeing in India is some of the highest AEP gains we’ve ever recorded with our vortex generators And I think a lot of this is being driven by the fact that in certain parts of India, there’s some very unique, uh, environmental conditions, climatic conditions, and there’s parts of the year, like the dry season up in [00:01:00] the north of India, where you’re getting this very sticky dirt accumulating on the blades.

    And it’s really quite dramatic when you see the photographs, but that means that the blades are actually starting to, to stall, have flow separation on them. 

    Allen Hall: I’ve seen pictures of that. Yeah. I was really shocked at the time, uh, ’cause I didn’t know it was just kind of a black, gooey- Yeah … kind of tar-like substance- Yeah, yeah

    on the blades, and, uh, it, it was only on there a limited time. As soon as the monsoons come through and the rains hit, it would wash, eventually wash it off. Yes. But while it’s there, you could see the airflow over the blade surfaces. You, you could definitely see separation happening really early on those blades.

    Dramatic. 

    Nicholas Gaudern: Yeah, absolutely, and I think the, um… Like you say, it’s not all year. No. But it doesn’t have to be all year to have a huge impact on, on how many, you know, megawatt hours you’re getting out the other end. So there’s a few months of the year where this problem is particularly severe, maybe sort of December through to February, something like that.

    And what we’re finding is that when you see, uh, the power curves for these [00:02:00] turbines, some of them aren’t even hitting rated power. They’re not able to hit rated power because there’s so much flow separation on the blades. 

    Allen Hall: Wow. 

    Nicholas Gaudern: And that, I mean, just imagine that. You’ve got a two megawatt turbine, for example.

    Maybe it doesn’t cast- get past 1.5 megawatts for this, uh, time of the year. I mean, that’s crazy. 

    Allen Hall: Does the turbine try to adjust itself when that happens? Because the pictures I s- have seen indicates, like, the turbine is pitching the blades to, ’cause it knows- It can- … 

    Nicholas Gaudern: what the wind 

    Allen Hall: speed is- I mean, yeah … and it knows what it should be putting out, and it’s not putting that out.

    Nicholas Gaudern: It’s very turbine specific, kind of controller logic specific, but what we see is even the turbines that try to do something, they’re very limited in how much pitch authority they have from the controller. They might be able to just do a little bit, a degree. Okay. Two degrees. You know, very, very small pitch adjustments.

    And when you have this kind of dirt on the leading edges, a degree of pitch ain’t gonna save you really. Um- N- 

    Allen Hall: no. And I think that’s what we’re seeing. And it’s not gonna get that power back. No, no. 

    Nicholas Gaudern: No. 

    Allen Hall: But does it add extra load onto the blade structurally over [00:03:00] time when you do that? 

    Nicholas Gaudern: In terms of the pitching, or- 

    Allen Hall: Yeah, in terms of the pitching, where you’re trying to be more aggressive on the angle of attack to get the power out of the turbine.

    Potentially. And the winds are still pretty strong, you just, the blades are inefficient. 

    Nicholas Gaudern: I think it’s one of those things where there’s, there’s so many interconnected items with the dirt and the controller and the structure. It’s actually pretty difficult, I think, to say with confidence how much life impact you would have from that.

    But what I would say is the more that you might end up trying to pitch, if that’s what’s going on on some machines, that obviously puts wear on the pitch bearings themselves. But yeah, I think at the moment we’re kind of at the beginning of really trying to understand how some of these turbines do deal with this phenomenon.

    But what we’re trying to do is get to a point where the turbine doesn’t really have to deal with it. Because if you fix the problem at the source, which is stop the flow separating, then the controller doesn’t really have to, to worry. It doesn’t have to try to, to fix it itself. 

    Allen Hall: Yeah. That makes a lot more sense.

    Just the number of images I’ve seen over the last couple years from India- 

    Nicholas Gaudern: [00:04:00] Yep … 

    Allen Hall: you realize how difficult it is to operate a wind turbine there. 

    Nicholas Gaudern: So even when we, um, have this issue for a few months that we’re resolving with the VGs, we can still be seeing over the whole year more than 5% increases in annual energy production.

    Because those months are really important. Um ‘

    Allen Hall: Cause that’s when they need the 

    Nicholas Gaudern: power. Yeah, yeah, yeah. Exactly. For sure. And this is primarily coming from the vortex generators towards the tips of the blades. So that’s where you’re having this, uh, heavy contamination issue, and that’s where all the power would be produced.

    So kind of the outer third of a blade is 50, maybe 60% of the power production of a turbine, maybe closer to 50. So that means that if you have a problem out there, it’s, it’s a big problem in terms of your annual energy production. So- 

    Allen Hall: Right … 

    Nicholas Gaudern: the VGs are, what they’re doing is they are, they’re injecting energy back into the flow.

    Allen Hall: Redirecting the flow, in a 

    Nicholas Gaudern: sense. So, so basically you have all this contamination on the leading edge. It’s generating more turbulence. The flow isn’t able to retain, uh, remain attached [00:05:00] across the entire chord length. So the VGs are putting energy back into the flow and allowing it to remain attached all the way to, uh, to the trailing edge.

    Allen Hall: So even with the blades are dirty- 

    Nicholas Gaudern: Yes … 

    Allen Hall: you get that power out- Exactly … put, that you really desire or- 

    Nicholas Gaudern: Yeah … 

    Allen Hall: are paying for. Yeah. You, you paid a lot of money for that turbine- Yeah, exactly … you need to get the power out of it. 

    Nicholas Gaudern: Yeah. 

    Allen Hall: And- 

    Nicholas Gaudern: So of course, you know, that suggests that if you had a, a super clean blade, you went and pressure washed it, uh, you would get, uh, an increase in power as well, and that’s true.

    You, you- That’s true … you will do. But that’s a one-time thing. Um, so- And 

    Allen Hall: it’s expensive to do- Yeah … and time-consuming. 

    Nicholas Gaudern: Exactly. Maybe a few days later, the dirt’s back. So- Sure … you know, it’s not really a sustainable thing for you to be going out washing these blades the whole time. And washing the blades may not be great for the surface of the blade either.

    So, you know, a VG is just sat there the whole time. It doesn’t matter if it’s dirt, bugs, erosion, frost, it’ll recover those losses that, that you’re seeing. 

    Allen Hall: Do the VG installations in a situation like that, [00:06:00] the actual location differ because of the contaminants that are present and the kind of, uh, leading edge effects that you’re seeing?

    Do you design it for that environment? Or- Yeah … is every- Oh, you do. So- Yeah, we 

    Nicholas Gaudern: do. I mean, typ- typically our, our VG arrays are turbine model specific. But in India, we’re finding we’re actually having to be more site specific as well. Oh, 

    Allen Hall: wow. 

    Nicholas Gaudern: Because some of this contamination is so severe, we’ve seen that we need to design the VG layout a little bit differently to make sure that we’re giving enough, uh, energy recovery potential when you have these really severe, uh, situations.

    Allen Hall: Are you using the AeroVista tool to do that? How do you, how do you quantify the contamination that’s happened on the leading edge at a particular moment or roughly on scale a- and then try to model that? That just seems like a difficult computation. 

    Nicholas Gaudern: It is. And, um, you know, we’re, we’re getting better all the time.

    AeroVista is definitely part of that. So AeroVista’s primary function really is to look at, um- [00:07:00] AEP losses due to structural damages, things like erosion. But actually, erosion behaves very similar to dirt when it comes to, like- It, right … aerodynamic behavior. Yeah. So we can actually use kind of the AeroVista engine to help us understand what is the loss from different levels of contamination.

    So we can add contamination levels into AeroVista, as well as, uh, erosion. And we can start to look at, well, what happens if the blade looks like this? What if it looks like this? And then this gets combined with our computational fluid dynamics, our CFD models that we’re running, three-dimensional, two-dimensional.

    We sometimes do some aeroelastic modeling as well. So we basically have a big toolbox, and like with any engineering problem, it’s about picking the best tool for the job. So we just go in, and we have all these great tools, and we, we put them together in a workflow that allows us to design the, the best solution for each site that we look at.

    Allen Hall: And it’s not India-specific in terms of leading-edge contamination. No. I’ve seen pictures from the US, Brazil, um, [00:08:00] Australia, a number of places where there’s just bugs. Yeah. Right? Those, especially in places where there’s large bugs- Yes. … you kind of get this splatter effect going on. Yeah. And you can have a really contaminated blade surface.

    In the US, in the middle of the US, you’ll have grasshopper season, and- 

    Nicholas Gaudern: Yeah, absolutely … 

    Allen Hall: tho- those grasshoppers are big, and they splatter. And they leave a disaster. We’ve seen 

    Nicholas Gaudern: that in, uh, in the Midwest, for sure. Oh, yeah. Some really, really severe contamination from bugs. 

    Allen Hall: And you, you don’t think about, as an engineer or a site supervisor, that- All right.

    This sort of, uh, grasshopper season that happens is affecting my AEP, but 100% it is. And that stuff is gooey, so if you ever drive through the Midwest in the summertime- … you run through, uh, any kind of insect swarm and try to get it off your vehicle. Yeah. It takes some scrubbing. 

    Nicholas Gaudern: Yeah. It re- it really does.

    And imagine when you’ve gotta go up there for, like, 100-meter diameter rotor. 

    Allen Hall: Right. ‘

    Nicholas Gaudern: Cause that’s quite a challenge. So I think, yeah, they have all these challenges, uh, in terms of environmental conditions, and a lot of people consider aerodynamic [00:09:00] behavior blades quite binary. Either the blade is clean or the blade is dir- Or it’s dirty

    or it’s dirty. Right. But it’s this entire spectrum. It’s everything in between, and I think that is kind of a little bit of a different way of thinking about the problem. And then it makes the argument around why to put VGs there kind of, uh, easy to, to answer, because the blade is never really truly clean.

    Allen Hall: No. I… Unless it’s right after a rainstorm- Yeah … I rarely see clean blades. Okay, so the … If VGs are going on, are you using the DragonScale VGs to solve some of the India problems, some of the contamination problems? 

    Nicholas Gaudern: So DragonScale’s not in India yet. That’s something that we’re looking at. So we, um, we got all the tooling finished for DragonScale some months ago now, and we’re shipping DragonScale kits.

    Uh- Oh, wow. Okay … not, not to India yet, but they are out in, in the field, and we’re gonna be having some more out just in the next couple of weeks, actually, which is quite exciting. We’re doing our first project, um, in Canada. 

    Allen Hall: Oh. 

    Nicholas Gaudern: So we’re starting to kinda come across the, the pond with the VGs now, [00:10:00] with the DragonScale VGs.

    Allen Hall: So the DragonScales, uh, uh, uh, thank you for bringing a, a sample here today, but the, the DragonScales are really interesting in terms of just the way the airfoil shapes are and how they’re s- kinda stacked and layered- Yeah … and there’s different depths to them, heights to them, to get the flow back where you want it to.

    Yeah. And it, I guess it depends on where you are on the blade. If you’re near the root, they’re gonna look something like this. Exactly. Yep. If you’re getting near the tip, they’re 

    Nicholas Gaudern: much 

    Allen Hall: smaller- Yeah, we have some smaller ones. Yep … scale, scale of this. So- This then, the Dragon Scales do require a little bit of computational knowledge of what’s going on- Yep

    with the blade. And as you say, they- You just can’t willy-nilly stick 

    Nicholas Gaudern: them on … they’re, they’re quite different. You know, they’re quite different from a standard triangle of VG. 

    Allen Hall: Right. 

    Nicholas Gaudern: And, you know, there’s lots of ways that you can create a vortex aerodynamically. And triangles- Sure … create a vortex, sure, but they, they really create one through a process of separation.

    Yeah. You have a flow hitting this, this plate that’s angled to the flow. It’s rolling over the top, and it’s tripping into a, into a vortex. But that’s quite a draggy way [00:11:00] of- It is … creating a vortex. Yes. Um, so VGs work. We’ve seen that. You know, we have more than 2,000 turbines now with VGs, so we, we know they work.

    Yeah. But Dragon Scale, the whole idea is not that we … This is still a VG. It’s still creating a vortex. Sure. But it’s doing it in a much more efficient manner, so we get the same lift recovery benefits, lift boosting benefits, but at a much lower drag. So we have a better drag ratio. ‘Cause it’s the drag, right?

    Allen Hall: It’s the drag. The little triangular- 

    Nicholas Gaudern: Yeah … 

    Allen Hall: vortex generators are draggy. 

    Nicholas Gaudern: So anything you stick on a blade, it, it has a drag. It has a parasitic drag component. Um, they have a huge benefit that outweighs that. That’s why we put them on. 

    Allen Hall: Yeah. 

    Nicholas Gaudern: But of course, you can always do better. And I think here we really try to take inspiration from, from lots of the aerodynamic developments we’ve seen over the past decades in aviation and motorsport and, and these other disciplines.

    Allen Hall: Right. I always say these look like a Formula One 

    Nicholas Gaudern: add-on. Yeah, yeah. Exactly. A bigger blade. Or maybe some front slats of a aircraft or some, uh, gas turbine cascading elements- Oh, sure. 

    Allen Hall: Yeah … 

    Nicholas Gaudern: these 

    Allen Hall: kind of things. Yeah. 

    Nicholas Gaudern: Yeah. 

    Allen Hall: Gas turbine people would easily recognize this. Yeah, [00:12:00] I 

    Nicholas Gaudern: think so. 

    Allen Hall: Uh, so the, the Dragon Scales then in terms of, uh, the location of them on the blade, would it differ than the triangular VGs in terms of generic location?

    A, a 

    Nicholas Gaudern: little bit, but broadly it’s the same because- Okay … you know, ultimately the fundamental physics of what we’re trying to do hasn’t changed. 

    Allen Hall: Sure. 

    Nicholas Gaudern: Um, so we’re kind of, we’re addressing the same areas of the blade. But the Dragon Scale gives us a bit more flexibility. We can have these three fin versions that create a very powerful vortex, so we find those down in the root, ’cause that’s where we just want as much lift as possible.

    Right. 

    Allen Hall: Yeah. Right. 

    Nicholas Gaudern: Uh, but out at the tip we actually have a two fin variant. Oh. Because there we’re, we’re more focused on L over D. We wanna maximize our lift-to-drag ratio. 

    Allen Hall: Sure. 

    Nicholas Gaudern: Because that’s where the drag really hurts you, out towards the tip. 

    Allen Hall: So are they in a strip form then? Yes. Very similar to the triangular VGs?

    Nicholas Gaudern: Yeah, exactly. So the, the smaller ones on the strip, just because they’re only, like, five millimeters high. 

    Allen Hall: Yeah. They wanna 

    Nicholas Gaudern: see more- So otherwise it’s, it’s kind of watchmaking if they’re individual- … little pieces, uh, going down on the blade. O- 

    Allen Hall: okay. Yeah. Well, that’s fascinating. All right. Uh, I wanna talk about [00:13:00] Silent Edge before I, I lose you today.

    The Silent Edge product has been out in the field- Mm-hmm … and there has been some noise testing done, which I always think is very interesting because I’ve- Yeah … I’ve watched videos from, mostly from DTU, explaining how they do this, where they got the microphones around. And like- Yes … wow, that’s a really complicated test to go pull off.

    But you just got through a series of these- 

    Nicholas Gaudern: We did … 

    Allen Hall: noise tests with Silent Edge. And you have the results back. 

    Nicholas Gaudern: We do, yeah. I mean, it was a really exciting, um, test program, and we were partnered together with, uh, Statkraft, who very kindly lent us a few of their wind turbines up in Sweden. Uh, and we are working with the Danish Technical University, DTU Wind, to help with the measurements and actually figure out what’s going out on the turbine.

    So this was a project that we were, um, able to secure some funding from, from the Danish, uh, EUDP. So that’s the Energi [00:14:00] Teknologisk Udviklings- og Demonstrationsprogram. 

    Allen Hall: Right. 

    Nicholas Gaudern: Yeah. Nothing to do with the EU. It’s a very, it’s a Danish thing. Danish, yeah. But there is EU in the name. Right. Um, so they supported this project with Statkraft and DTU, and what we found is that when we put a Silent Edge on a, uh, it was like a two, two and a half megawatt machine, it had no serrations before.

    Okay. 

    Allen Hall: So we measured- So just a out of the factory blade. 

    Nicholas Gaudern: Yeah, exactly, and it was in good condition. It had had a recent repair campaign, so the blade was in, in good shape. And then what we did, uh, or what DTU did, is they went out and they measured the noise of this turbine according to the IEC standard.

    So there’s an IEC standard on how you should measure noise and what microphones to use and how to post-process it, and then we installed the Silent Edge serrations. And firstly, before we’d even done any measurements, we had people out at site, and they, they live out there. They’re the technicians. They see these- Okay

    turbines every day, and they went, “What, what have you, what have you done to, to this turbine?” Because it sounded so different. It sounded much [00:15:00]quieter. The, the quality of the sound was very different, and they just, they just stepped out the car and went, “Wow.” “This is, this is really impressive.” Um- 

    Allen Hall: So what, give me a description of what the sound is.

    I know generally, when you come with a standard blade, it has that kind of shoop, shoop- 

    Nicholas Gaudern: Yeah, exactly … shoop. It basically just really brings down that perceived loudness of the sound, so it’s just a m- it’s a much quieter sound, and we’re also taking out quite a lot of low frequency component. 

    Allen Hall: Okay. 

    Nicholas Gaudern: That’s what- These serrations are really targeting the lower frequencies, so kind of around the kilohertz and, and under.

    Allen Hall: Mm. 

    Nicholas Gaudern: That’s where these things are really starting to bring down the, um, the decibels. 

    Allen Hall: This- So, okay. So Silent Edge is, uh, sort of a unique design, or is a unique design i- in terms of the- What you see on the typical trailing edge, which are a bunch of triangles or dino tails, right? Yes, dino tails. Yes, 

    Nicholas Gaudern: yeah.

    Allen Hall: Dino tails is, was the generic term for years, and they looked like dino tails, so, so it’s a good description- Yeah … of them. But these more, look more like a cathedral in 

    Nicholas Gaudern: a sense. Yeah, these, these are quite different though. So we have kind of this iron-shaped, uh, tooth fundamentally, [00:16:00] but we have three different tooth sizes, uh, and they’re asymmetric.

    Allen Hall: Mm. 

    Nicholas Gaudern: And I would love to come here and tell you that we know exactly how this works. Um, but I can’t unfortunately, and, and that’s just how it is sometimes with engineering. We cannot simulate this in the detail required to really understand exactly why each geometric feature does what it does. And if someone claims they can do that, then, then I may be a bit suspicious.

    Or, or I’d really like to talk to them, one of the two. Um, but that means that to develop this kind of product successfully, you have to go to the wind tunnel. Okay. Because the simulation is so demanding. So we go to the wind tunnel. We spent a lot of time in the Paul Ricard wind tunnel at DTU, so we can measure aerodynamics and acoustics at the same time And we went with lots of components and 3D prints, and we iterated through design paths, and we came up with this, I think it’s a really wonderful shape we’ve ended up with.

    And it was proven out in the field because the final result was we reduced the overall sound [00:17:00] pressure level of the turbine by five decibels. And that is- Whoa … that is huge. 

    Allen Hall: That’s a lot. 

    Nicholas Gaudern: So in terms of, like, perceived, uh, loudness of the sound, that’s like a 30% reduction. So this is why the, the technicians who st- stepped out the car heard such a difference, because it’s a massive reduction in, in what the turbine produces.

    So 

    Allen Hall: you’re lowering the decibels coming off the, the trailing edge. Yeah. But also moving around the frequencies so it’s a little less- 

    Nicholas Gaudern: Yeah, so a lot of that- … uh- That… So the- … 

    Allen Hall: noticeable 

    Nicholas Gaudern: also … the five decibels, that’s, that’s this OASP, or we call it overall sound pressure level. This is an integration of all of the reductions we see across the frequency spectrum.

    Oh, 

    Allen Hall: okay. 

    Nicholas Gaudern: All right. So we’re getting more reduction at lower frequencies. Right. Good. There’s also some high frequencies. But the lower frequencies matter more. So what we do when we’re doing acoustic measurement is we A-weight, we, we weight the, the noise because it relates to how the human ear perceives sound.

    Allen Hall: Sure. 

    Nicholas Gaudern: So it matters more to you, the one [00:18:00] kilohertz frequency than the 20 kilz- kilohertz frequency. 

    Allen Hall: Yeah. Can’t hear 

    Nicholas Gaudern: 20 kilohertz. E- exactly. So that’s right at the upper end. So we weight the results, and this is part of the ICE standard, to understand how the human ear perceives the sound. 

    Allen Hall: Oh, wow. Okay. 

    Nicholas Gaudern: Um, and this is where we get our, our five decibels 

    Allen Hall: from.

    So this, this was really an iterative process then- Yeah … in the DT laboratory. Yeah. Ooh, wow. I didn’t realize that. Mm-mm. I, I figured you had gotten relatively close by computational methods and then- We- … honed it a little bit … 

    Nicholas Gaudern: we, we come sort of computate… We do a lot of computation around the angle of the serrations, because the angle of the serration is really critical for, uh, lift generation and loads.

    Allen Hall: So when you’re speaking of angle, you’re talking about- E- 

    Nicholas Gaudern: exactly … this angle back here at the- You can see that angle there. Okay. 

    Allen Hall: Yeah, 

    Nicholas Gaudern: yeah. Because you don’t want to put a serration on a turbine and add 20% to the lift of the blade. Right. No. Because- 

    Allen Hall: That’s not- … 

    Nicholas Gaudern: lift means loads. Yeah. 

    Allen Hall: You know? Right. You’re adding load.

    Nicholas Gaudern: So you have to be very careful about how you design these products to make sure that you’re not gonna add extra load to the turbine. And, and on the flip side, you also don’t wanna reduce lift significantly, which then [00:19:00] there’ll be less power produced. So it’s a bit of a balancing act, and this is where the computation comes in.

    We do a lot of CFD on these to make sure that we’re, we’re handling the loads correctly. 

    Allen Hall: And how important is the material choice- Yeah … in terms of the noise quieting? Is there a little bit to it about, well, one, durability. Yeah. You, you want to put them on once and leave them forever, so there’s a lot of interactions between the air and these parts that are gonna flex and bend, and you got- I think there’s, you know-

    20 years of 

    Nicholas Gaudern: doing 

    Allen Hall: that … 

    Nicholas Gaudern: the, you’ve, you’ve s- you’ve hit the, hit the nail on the head there. The durability is critical. Yeah. It doesn’t matter if you put these products on the blade, and they perform beautifully for six months and then fall off or, or snap or whatever. 

    Allen Hall: Right. 

    Nicholas Gaudern: So no, we, we make these products out of the same material as our VGs, and this is a material, uh, it’s an ASA, uh, plastic.

    And we’ve had these out in the, in the field for a long time now, so we know- It’s- … this, this is great. 

    Allen Hall: It’s ex- it’s kind of a flexible material. 

    Nicholas Gaudern: Yeah, there’s 

    Allen Hall: a little b- It’s stiff but flexible. 

    Nicholas Gaudern: Yeah, exactly. There’s a bit of give in there- Yeah … uh, which is important, but it’s very impact-resistant. Uh, it doesn’t really suffer much in terms of [00:20:00] UV aging, which is obviously critical- Oh, wow.

    Yeah … when you’re, when you’re- Very critical, yes … out in the field. Yes. So yeah, we’re, um, we’re really happy with the material choice because we know from all our other campaigns with VGs that they last. It doesn’t matter whether it’s sun, rain, ice, snow. These products can survive out in the field for 20 years.

    Allen Hall: That’s one of the things I’ve noticed, uh, looking at a lot o- of blade photos with OEM trailing edge serrations. That the little triangles on the back edges break off. 

    Nicholas Gaudern: Yeah. And I think- There’s 

    Allen Hall: a lot of them. I was shocked on 

    Nicholas Gaudern: some sites. One thing you have to be very careful as well is, is lifting and handling as well.

    Oh. So, you know, sometimes if these products are installed in the factory, then how do you safely transport that blade and lift that blade? 

    Allen Hall: You really can’t. 

    Nicholas Gaudern: So in some ways it’d be better if you put them on at site, but obviously I, I know that’s not always possible. No. So we’re typically acting, um, as, you know, a retrofit.

    Mm-hmm. So in that sense we, we minimize a lot of that risk of the, the transport and handling that the OEMs may have to deal with. 

    Allen Hall: So [00:21:00] what’s next for Power Curve? What’s h- happening this summer? 

    Nicholas Gaudern: So we’re gonna be really pushing to get Silent Edge and Dragon Scale out in the field more. Yeah. Um, Dragon Scale is, is really exciting, and we’re gonna get our, our first, uh, turbines in different countries equipped with these products.

    And Silent Edge, uh, we’re currently putting some of the finishing touches on the, um, the tooling, the injection molding tooling. So the part we have in front of us, this is actually one that we had in the wind tunnel. So this one here is a 3D print. A very nice 3D print. Oh, yeah, it’s- Uh, it’s had vapor smoothing on it, so the surface- It is really smooth

    is, is super nice. And you can put these out in the field. So the, the trial with Statkraft was actually with 3D-printed components. If you wanna do a trial for a few months, it’s very possible to do it with 3D prints. Oh. And I, I think they’d actually last way, way longer than that, but, you know, the test was designed to put them on, measure them, take them off again.

    Yeah. And that’s what we did. 

    Allen Hall: Offshore. 

    Nicholas Gaudern: Mm. 

    Allen Hall: Uh, uh, w- we’ve had some people write into the podcast talking about offshore wind turbines. And in the States, offshore wind turbines are [00:22:00] usually 10, 15, 20 miles from the shore, but that’s not always the case. Over in Japan and some other areas, the turbines are pretty close to shore.

    Nicholas Gaudern: Yeah, def- They’re 

    Allen Hall: almost- 

    Nicholas Gaudern: They’re definitely near-shore … 

    Allen Hall: they’re almost- Yeah. Yeah, yeah … onshore turbines, but because they’re offshore, they get really big, right? So y- you can build a really big offshore turbine. And some of the comments we have received is, “Hey, these turbines are noisy.” 

    Nicholas Gaudern: Yeah. And, you know, the, the water surface can do some weird things- 

    Allen Hall: Well, that’s what I wanted to know

    acoustically. Okay. Yeah. That’s what I wanted to know- Yeah. Yeah … because if you have trees and hills that kind of block the noise- Yeah … that’s easy. But if you have a turbine and you live on the, essentially the beach- Yep … or real close to the shore- Yeah … that turbine is right there. In some cases in Japan, it’s not very far.

    Yeah. You can see it. 

    Nicholas Gaudern: Particularly on a still day, you know, when you have a very flat water surface, that can mean that sound is able to propagate a little bit further than maybe it otherwise would. 

    Allen Hall: So is there a, a real need then to pay attention to the acoustics and noise- Yeah … coming off of offshore wind turbines?

    Nicholas Gaudern: [00:23:00] I think, uh, c- certainly the near-shore, the things you’re describing now. Yeah. Offshore’s an interesting question because I think often, if I think about the UK and, and Denmark, they are quite offshore, and I think in that, in that sense, the noise is much less of a, a concern. And I think it may be more driven by regulatory r- requirements- Mm-hmm

    than actual, you know, neighbor complaints perhaps. So noise is interesting because people put serrations on for different reasons. Yeah. Some put them on because there’s a regulation. Yeah. Uh, some put them on because they want to be shown to being a good neighbor, you know, doing the best they can to reduce noise- We should 

    Allen Hall: try to-

    Nicholas Gaudern: which we should absolutely be doing … 

    Allen Hall: do that every time we can. 

    Nicholas Gaudern: And some are doing it because they have curtailment on their turbines. 

    Allen Hall: Yes. 

    Nicholas Gaudern: So in order to meet a regulation perhaps, they have to basically turn down the turbine, and it means that it spins slower. And if it spins slower, the noise is lower, sure.

    But the power output is also lower. And what we found is that on some turbines that are in noise modes, they’re losing 3, 4, 5% AEP- Ooh. Ouch … [00:24:00]every year because they’re having to turn down the turbine to meet a regulation or to, to satisfy, you know, uh, neighbor relationships. But just imagine what that means for finances if you put a serration on.

    You can turn the turbine up again, which you’re now addressing the noise at the source, so you don’t actually have to stop it spinning slower. You’re actually killing the noise where it’s being generated. 

    Allen Hall: So there’s a big financial incentive- Yes … to look at trailing edge and try to quiet them as much as you can, particularly onshore.

    I think that case has- Yeah … been well made over time. I’m always shocked that a lot of operators that, uh, even in the US Midwest, and we s- we drive around quite a bit in the Midwest, there’s a lot of turbines that are near homes. 

    Nicholas Gaudern: Yeah, 

    Allen Hall: absolutely. Y- you know, there’s one or two or three homes. This isn’t like there’s a suburb right there, but there are homes out there, and, and they would like to have enjoyment of their property.

    Yeah, of course. And if you can knock down the noise a little bit, it would make it 

    Nicholas Gaudern: a much more pleasant place. Well, if you take, you know, if you take 30-plus percent off the perceived loudness, that’s, you know- 

    Allen Hall: Oh, that’s very noticeable … that’s gonna, that’s gonna make a difference. Yeah, you’ll get a thank you letter- Yeah

    for [00:25:00] sure. So that’s exciting. The- Yeah … all this is exciting. It- It’s 

    Nicholas Gaudern: gonna be, it’s gonna be a really great summer, I think, to get more of these components out in the field. 

    Allen Hall: So if, uh, an operator or an asset manager wants to get ahold of Power Curve, understand what Silent Edge is, and how to get it installed or put some dragon scales on this season, how do they do that?

    Nicholas Gaudern: So you can check out our website, uh, powercurve.dk. That has all of our contact details on. Uh, you can find me on LinkedIn, uh, as well. I’m often around these, uh- … events that we find- Yeah … uh, in different countries. So no, look, look us up, reach out by email, phone, whatever, and we’d be very happy to talk to you.

    Allen Hall: Or reach out to the India office. 

    Nicholas Gaudern: Yes, that’s something that we’re hoping to have up and running, uh- So 

    Allen Hall: if you’re 

    Nicholas Gaudern: in India- … 

    Allen Hall: later this year. Yeah. Reach out. Yeah, that, that’s gonna be an exciting advancement. Yeah. Great. For 

    Nicholas Gaudern: sure. 

    Allen Hall: Nicholas, it’s great to have you on the podcast again. 

    Nicholas Gaudern: Nice talking to you, [00:26:00] Allen.
  • The Uptime Wind Energy Podcast

    Japan Backs Floating Wind, US Grid Sidelines Clean Energy

    2026/06/30 | 32 mins.
    Japan and the UK sign a $12 billion floating wind deal for 5.9 GW, Muehlhan buys Coverwind Solutions in Spain, and US grid reform stalls as MISO, PJM, and SPP fast-track fossil resources over wind.

    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 StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now your hosts

    Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall. I’m here with Rosemary Barnes, just back from Japan, in Matthew’s stead. Yolanda Padron is on special assignment. Well, Rosemary, what happened in Japan? You, you spent a, a week touring the country and looking at, uh, some energy projects.

    What did you learn? 

    Rosemary Barnes: I was there for just five, five nights. I went over for an, um, an, a systems engineering conference by INCOSE. I was doing a keynote presentation there, and also spoke to some of their… They’ve got this program, an international programming for, like, upcoming leaders. Um, and yeah, it was funny, the topic that I chose for [00:01:00] that was how you can combine an online presence with a serious professional career.

    Uh, ’cause, you know, like, a lot of the advice that you see about building an online presence is, like, totally compat- incompatible with being taken seriously in a, uh, you know, in a, a job like engineering. So that was pretty fun. And then on the last day, I was able to arrange a tour of a community. Like, we went to this village near Fukushima, and they, a- after the Fukushima, uh, or the earthquake that led to the Fukushima, uh, shutdown, that town, some power lines came down, and that, that village was without power for three months.

    So in response to that, they’re like, “Community power for the win.” At this place, like, there was literally steam coming out of the ground just, you know, randomly. It’s an onsen town, so you know, like, it’s, um, it’s built around tourism for these hot baths. And so they put in a couple of geothermal power plants, small ones, and, um, also some hydropower.

    But the reason why I wanted to go there was ’cause, you know, ge- [00:02:00]geothermal is such an obvious solution for Japan, for the energy, but they only have… .3% of their electricity is generated by geothermal currently. And, um, the main reason is that the onsen community in Japan is really opposed to it. They’ve lobbied against it because they’re worried that, um, you know, the onsen community needs heat to come out, hot water to come out of the ground, and geothermal takes hot water out of the ground, so they’re just worried that they’re incompatible.

    Um, now I think the science says that that’s not really true, that the, there isn’t, they’re not the same resource and that one doesn’t affect the other. The wastewater from the geothermal is not really wastewater. It’s just water that is not as hot as it was when it came up. Um, that goes down then into the onsen because it’s a good temperature.

    And then some of the even cooler water, about 21, 23 degrees, they’re using that to raise shrimp. 

    Allen Hall: Well, just speaking of Japan, uh, the Japanese Prime Minister was just in the UK and a [00:03:00] big deal was signed between Japan and United Kingdom, £9 billion worth, which is about 12 billion US dollars, uh, to work together on 5.9 gigawatts of floating wind capacity in the UK, uh, across three different projects.

    W- And the goal is to get some Japanese partners working with, uh, the UK companies involved with it to suss out how to do offshore wind. And as we all know, Japan is gonna, is headed there right now and is going to need a little bit of a primer on how to do it. And, and, well, they should because, uh, there’s been some really successful efforts in the UK and up north, Northern Europe.

    Uh, so the, the goal of this is to, to get these projects underway and, and Japan’s committing all this money, which, uh, sure, it’s a nice boost to the UK at the moment. It gets a little turbulent over there if you’ve been watching the news. Rosemary [00:04:00] Tying back to your experience in Japan recently, is there a big push internally?

    Do you see that internally in Japan for offshore wind and even offshore floating wind in Japan, or are they really prepping for it in country? 

    Rosemary Barnes: Yeah, I’d say I went over there thinking that Japan was, like, oddly not bothered about wind energy of any flavor. Um, ’cause, you know, like onshore wind, they’ve got problems because the good ri- wind resource is right on the ridges, and they’re getting just hammered by lightning, and they’ve got some, like, really interesting responses to how they think that they should manage that, that in my opinion are just gonna kill…

    Like, you would never bother to have an onshore wind farm if these, um, regulations go ahead. So offshore they have got, um, a bit of a, an, a fixed bottom resource, and they’ve had several auction rounds geared towards that, but they’re, um, they haven’t gone well. I think that, like, people have promised… It, it’s a similar story to elsewhere in the world.

    Uh, people have, like, bid, like, [00:05:00] bid down to quite low prices and then not been able to deliver and pulled out. Mitsubishi just recently paid some, uh, some huge penalty for not going ahead with a, a project. There isn’t actually that much fixed bottom potential, um, for Japan. So, um, if they wanna have a significant amount of wind energy in their grid, which they should, because they’re, like, honestly it is probably the best or one of the couple of best options to provide big chunks of their electricity supply, then it needs to be floating.

    Um, and the government is actually pushing on that. I thought they weren’t doing too much, but I did talk to someone from this group, Flora. It is a group that is, um, that, that is trying to form partnerships with other countries, but also with manufacturers to try and set the framework up so that it can, like, l- lay the groundwork for commercialization to happen without being prescriptive.

    Flora is in there [00:06:00] to try and, you know, get the pieces in place to be able to allow, um, you know, uh, innovation and competition to happen much, much faster. 

    Allen Hall: What’s the most complicated piece technically that needs to be solved before Japan can really move forward? Is it the money piece? I mean, um, um, I said technically, but I feel like there’s always this money aspect to it, which is important, but on the technology side, i- is it, is there any technology that remains to be solved or is it just the will to do it?

    Rosemary Barnes: Basically in any engineering question, the answer is money, like, when you come down to it. So, like, it’s almost boring to say, yeah, it’s, it’s money. Floating offshore wind- Too hard, too niche for most people to consider it a mainstream thing, but it’s the legitimate, like, good contender for Japan. And you know what?

    That presents opportunity. It can actually be good to have to do something hard. Um, and Japan has the opportunity to be the [00:07:00] country where, you know, it’s the country where floating wind makes the most sense, so they can be the ones, if they’re smart about it, they can be the ones where the smart technologies evolve.

    There will at least be little niche things that they develop that will go on to succeed, and Japan really needs some new big manufacturing industry to… Like, their car industry is obviously, um, has been so important, the automotive manufacturing, and it’s declining now relative to China. Um, so I am also hopeful that they can, you know, build that up a bit more, but I don’t think that they’re going to, you know, topple China, so they are looking for new industries that will be the new…

    Yeah, do for them what the auto industry did from, yeah, from the ’70s onwards. Actually, you know, like, you can tie it back in a nice loop back to the oil crisis in the ’70s because that’s when the world was like, “Oh, actually small, efficient cars are, are quite a smart idea.” And Japan had those because it was so [00:08:00] constrained in terms of, you know, the oil that it could bring in was expensive.

    Not having their own fossil resources, they learned to conserve it, and then that turned out to be, you know, a big advantage for them. 

    Allen Hall: Using the 1970s gas price crisis and the movement towards Japanese cars in the United States, I mean, timing is everything. And Japan was in, uh, Honda in particular, was in the United States.

    I think Toyota was too, if I remember correctly. And when gas prices went through the roof, uh, yeah, they were very efficient cars, and not the most reliable at the moment, but obviously they’ve changed quite a bit and s- they are, particularly Honda and Toyota, are probably two of the more reliable blan- brands you can buy in the States today.

    So things change, right? You’re just getting your foot in the door. But that, that break point is, is coming pretty soon, I would say, in, in terms of timing. I- is it the right time for Japan to move into floating offshore? It’s gonna be within the next couple of years, don’t you think, Rosie? 

    Rosemary Barnes: Yeah, yeah, def- [00:09:00] definitely.

    Um, and yeah, I mean, I, it, it, it does frustrate me that any money is being spent on, um, hydrogen and ammonia imports. I, I would just rather that they just, just, just do the LNG until you figure out alternatives. 

    Allen Hall: That makes more sense. 

    Rosemary Barnes: Gas is better than… You know, like ammonia, for example, they’re locking in these coal power plants for additional years, making investments, um, you know, thinking that this is gonna be part of their future.

    They’re gonna end up burning coal, y- you know? At least gas is flexible enough to support renewables, and so it can, you know, like speed the rollout of, of wind. And they do have a fair bit of solar too in Japan. Floating solar, actually. They invented that there, and have actually got quite, quite a lot of it.

    Allen Hall: Gas is gonna be the answer short term. I think in the relationship between the United States and Japan has always been pretty solid since after World War II, that the United States would be willing partners to help Japan stand up any [00:10:00] technology, probably except for wind, which is just bizarre. 

    Rosemary Barnes: One of your maybe, um, unexpected legacies in Japan was, I say you, I mean the USA, they’ve got, um, not just the, like, silly American power plug design where you’ve got, like, the parallel pins that just fall out, so they’ve got that.

    But they also have 110 volts. Like, where else in the world is, is, thinks that’s a good idea? I had, um, my little travel steamer I’d taken over there, hairdryer, useless. Absolutely useless. 

    Allen Hall: That’s all you 

    Matthew Stead: need. 

    Rosemary Barnes: I blame you personally, Allen. I hold you personally responsible for my wrinkled clothing.

    Allen Hall: Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive [00:11:00] test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss.

    CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions

    Well, the wind service sector is consolidating as we’ve all watched over the last year or two, and Mjolner Wind Service is one of the most aggressive buyers in the field. Uh, the Danish company has signed to acquire Cover Wind Solutions of Spain, including Cover Sun Solutions and Cover Renewable, with the deal expected to close by the end of June.

    This is Mjolner’s 11th acquisition since 2023. Now, Cover Wind fills a geographic gap for Mjolner. Uh, they are [00:12:00] involved in Spain and France and, uh, already involved in covering the Nordics a little bit and Central Europe. So there’s a, a big play here, and, and decommissioning is really the, the story underneath of th- all this is on the decommissioning side.

    Uh, Mjolner views turbine end-of-life services as an important future growth area, and obviously it is. Particularly in Spain, there’s been a lot of turbines that will be, uh, brought down and new turbines put up in the next 10 years, and Cover Wind gives Mjolner that ability. And as we all know, Mjolner just recently acquired our Canadian friends, AC883.

    So yeah, they have been on quite the spin recently, and that’s not even Yeah, sl- a sliver of what’s happening on the consolidation effort, uh, we didn’t talk about last week, but we, we should have, which was Fairwind acquiring Rope Partner in the States. And Rope Partner is a [00:13:00] longtime blade repair company and has been seen for years, as long as I can remember honestly, as the go-to blade experts on complex repairs.

    The, the, the most trained up, most, uh, technicians. On the technician side, they’re, they, they, they always had the highest trained people to what I remember, and also they would ta- tackle some of the most complex blade problems, and now they’re part of Fairwind. So there is movement, Matthew. A, a lot more than I thought there would be, because after COVID, a lot of companies just disappeared, but now it does seem like they’re being acquired, which is a, a good result, I guess.

    Matthew Stead: Yeah, I think there’s a strong opportunity, and, uh, and maybe the first point is that actually doing an M&A successfully is actually really hard. Um, I, I’ve personally been through two, uh, two M&As, um, and it is, it is really hard to get an M&A right. And so I think, you know, [00:14:00] these companies are showing that, um, you learn, you can do better, and, you know, it, it, it is hard.

    So congratulations for them for achieving that. Um, but the second part I think is also, you know, the industry maturing, uh, gaining scale is also, you know, necessary and, you know, driving, you know, but– and these people should be able to drive their, you know, better margins and so forth through, through scale.

    So, you know, I, I think, um, I think we had a bit of quick chat about it previously, but, um, this is, you know, a really good thing. 

    Allen Hall: Does it change the way we think about, uh, independent service providers? 

    Matthew Stead: Yeah, I think it’s gonna continue. I mean, this is not the end of it. Um, you know, in– even in what we do, there’s been various, you know, mergers and acquisitions in, in our space or, and investments, you know, cross-investments.

    So I, I just see this continuing. You know, like SkySpecs, um, you know, growing their, their CMS, um, business and their financial arm. Um, this is just gonna continue. 

    Allen Hall: [00:15:00] Is it more activity, uh, related to the availability of AI? It’s– It does seem like that’s playing into some of the decisions that are being made on the mergers and acquisition in renewables, is you start to see more discussion of, hey, we’re going to, uh, apply new techniques, machine learning.

    A lot of times you’ll see that, particularly in Europe, and then here in the States it’s almost all AI, where they’re- In order to have a, a very successful AI venture, you need to bring in the brainpower to feed that AI. And it does seem like there’s a lot of, of senior companies getting grabbed that could be part of a larger artificial intelligence play.

    Matthew Stead: You remind me of the, um, the dotcom boom and bust. I don’t know. I’m, I’m a little bit more skeptical, um, on the value actions on the, on the AI side of things. 

    Allen Hall: Really? 

    Matthew Stead: It certainly… It’s a massive, um, massive, um, transformation for the industry, and you know, I mean, what I, what, what we can all do is, is massive.

    [00:16:00] But, um, my former employer, a consulting business, bought a AI company for a billion dollars, and I, I, I just can’t see the value. So, um, anyway, I’m, I’m a bit skeptical about valuations and AI, and, um, I’m not as bullish as many people are. 

    Allen Hall: Really? Uh, because it does seem like more recently, the shift has been from the number of engineers you have in your company times a million dollars a head, that’s the way it was, uh, not that long ago.

    And now it does turn into how many senior people you have, that’s the multiplier. Because they’re trying to take that knowledge and all that data resource that you have, like at a, a rope partner where they’ve prepared really complex problems for years. That data set is amazing if you could get your fingers on it.

    Matthew Stead: Uh, yeah, yeah. And I, you know, I completely agree with you, but I just think it’s being oversold and overcooked and overbaked. 

    Allen Hall: I see it as growing instead of it declining. I don’t think it’s cooling off. I think we’re just at the precipice of [00:17:00] it. As we get better at using some of these AI tools, if we’re gonna build data centers in space, ’cause that’s gonna be the, the linchpin to all this, is if it gets to data centers in space, then we can leverage massive data sets and learn something from them and get better.

    Matthew Stead: I love change, but, um, I, I think that’s ri- ridiculous, to be honest. Um, I know we’ve spoken about it a number of times, but data centers in space just seems stupid to me. But, but yeah, going back to your original point, Alan, um, yeah, we, we can definitely do better with you know, more insights around our data and getting more out of our data.

    I mean, data is the new oil. You know, we’ve been saying that for the last 10 years. Um, yeah, I’m, I’m full, I’m fully on board with that, but I’m just a little bit of a, a little bit of a negative Nancy on, um, some of these overhype 

    Allen Hall: The line to connect a new wind project to the U.S. grid has been one of the industry’s most stubborn bottlenecks.

    And a new report from Advanced Energy [00:18:00] United drafted by Grid Strategies and the Brattle Group finds that seven major U.S. grid operators have made progress, at least some, on generator interconnection reform since FERC Order 2023 took effect. So that was the order that said we need to fix this interconnect queue problem.

    There are just too many people in line and we need to give some ranking to them. But progress on paper has not yet translated into projects moving through the queue faster. And a newer problem is emerging. Fast track interconnection policies at MISO, PJM, and SPP are directing limited system headroom towards, drum roll, utility-affiliated and fossil-heavy resources at the expense of independent clean energy developers.

    So the game is being rigged a little bit at the moment where they want to push forward [00:19:00] gas and other fossil fuel type generation in front of solar and wind, which are less costly and quicker to get up and running. This can’t last long, right? E- eventually the people living in, uh, MISO, PJM, and SPP are gonna have a little bit of a revolt on how power prices are gonna bump up accordingly.

    Matthew Stead: There’s been numerous other attempts to stifle wind, um, and those numerous other attempts, uh, tend to be overwritten and, uh, ruled out and thrown out in courts. And, um, it, it just seems like this is, well, if that didn’t work, we’ll, we’ll try something else. 

    Allen Hall: It’s a delay tactic. 

    Matthew Stead: Yeah, exactly. Then becomes another one.

    Well, you know, just wait for that one to be thrown out. 

    Allen Hall: I don’t know who said the famous saying, time is money, but time is money, and if you can [00:20:00] delay a project from happening, it costs money to sit on the sidelines and you’re, you’re paying interest on a loan or your investors are getting upset because they’re not seeing the returns.

    So the easy game in most situations like this is just to drive the schedule to the right, even if it’s by a couple of months. It’s expensive. 

    Matthew Stead: Yeah. If there’s two things I wish I didn’t know about, the first one is telecommunications and how rubbish it is. I just wish I didn’t, wish I didn’t know about telecommunications and the need for cellular and satellite and blah, blah, blah.

    I wish I didn’t know about that. The other one I wish I didn’t know about, because I wish it wasn’t a problem, was just grid connections and grid and networks. 

    Allen Hall: How bad it is. 

    Matthew Stead: Yeah. Rosie, if you can jump in, but you know, the New South Wales-South Australian Interconnector Grid, um, is just being energized now.

    I don’t know if it’s one or two years late. Um- And they’re trying to recover a billion dollars from the general [00:21:00] public 

    Rosemary Barnes: Is it only a billion? I thought it, when I looked at the stats, um, it was like near tripling of the, of the project cost 

    Matthew Stead: My understanding is the government screwed it up or the, uh, the, the operator screwed it up in terms of the transmission lines, and then want, wants to claim it back from the general public ’cause they, they screwed up.

    Rosemary Barnes: Yeah. It’s a weird thing ’cause you, you know, it’s like, I think it’s like this everywhere in the world that the, yeah, transmission companies or network companies, they get a regulated rate of return on their, on their project, so they invest. But then it’s like what’s that rate of return for? It’s not money for nothing, right?

    It’s for them, you know, like taking on some risk and y- you know, some sorts of things are, are built into that. Um, but it’s kind of like if you, you get that amount approved and then you stuff up your project management so it drags out and takes a lot of money, then you’re also gonna be compensated additionally for having done a bad job with your project [00:22:00] management.

    The kinds of delays are not unforeseeable. You know, like I’ve been a project manager in my past. You don’t just make your best case scenario and then kind of just assume that that’s, um, how much it will cost and not, y- you know, not come up with, um, contingency plans for if, uh, if predictable things happen.

    It’s not, there’s no like black swan events in here. It’s just, um, you know, things that happen every now and then. And it is one of those like key principles of like delivering on big projects, um, that Ben Slibbert, you know, in that, that book, um, How Big Things Get Done, he goes over and over and over again that you need to keep your project as short as possible ’cause the longer it is, the more like surprises you’ll have along the way and it will cost more.

    And I just don’t think that they, like they need to go read that book and then do a better job with their project planning and scenarios. 

    Allen Hall: You know who’s read that book clearly is, I, I’ll bring up the name, I know it’s gonna cause controversy, [00:23:00] Elon. 

    Rosemary Barnes: I knew you were gonna say that. 

    Allen Hall: Well, you know why I say that?

    Because there was an interview with him and I was skimming through some nonsense and then this little interview popped up, and he was talking about how quickly they need to get things rolling. And it’s like one year you’re getting s- first year you’re getting started, second year you’re just growing like crazy, and third year is infinity.

    And the only way that makes sense is that you’re just pouring every resource on this problem to shorten the schedule That’s it 

    Rosemary Barnes: You, you do. You have, you have to do the, the, you know, the parts of your project where surprises are gonna happen. Like you can… There are surprises and you know, don’t know what they, they are gonna be.

    However, you can guarantee that there will be surprises. Like you, you know going into a years-long project that several things are gonna happen that are, you know, gonna surprise you. And so you can plan for that. And the best planning that you can do is to make sure that once you start actually, you, you know, you’re gonna spend time in planning to, um, get it right, but once you actually start [00:24:00] the phase of your project where delays cost money, then you, you just plan as, do everything you can to keep that as short as possible, and it will be, it’ll be cheaper.

    Even if it sounds more expensive, oh, we’ve gotta, you know, pay crews overtime to, you know, do a night shift or something like that, um, you know, you need to consider, consider that because the, there will be delays and they cost. And it’s just, like at this point, maybe 100 years ago you could get away with being surprised by that, but y- you know, like project management has come far enough now that we know, we know this.

    It’s just basics. 

    Allen Hall: But infrastructure projects are tough because they don’t see the revenue on the backside that much sooner. It’s sort of a very flat 3% growth industry Unlike a lot of other things 

    Rosemary Barnes: But that’s it, like just to contain costs, you have to have a small project. 

    Allen Hall: They will, but they’ve always historically gotten paid for those overruns and continue to make their 3%.

    If there was some sort… Back to Matthew’s point, if there was some sort of, uh, [00:25:00] disincentive to be late, they would hurry, maybe even spend a little bit of their own money, but there would have to be some massive upside, which is the problem, right? They can’t have a massive upside. 

    Rosemary Barnes: But that’s why I’m s- I’m saying that the situation where costs blow out and they still get…

    Like, they get… They make more money by having done a bad job because it costs more. You know, like that is not, it’s not okay. 

    Allen Hall: Is it more money or just paying the bills that they had when they were building the thing? 

    Rosemary Barnes: It depends how much we let them get away with, but their preference is to make, just be, “Oh, we could never have known that there would be a flood.”

    It’s like, okay, yeah, like, was it like a 1 in 50 years flood or something? So yeah, on average, that particular event wasn’t gonna happen, but there’s probably, you know, like 20 different categories of 1 in 50 year things that could have happened, and if your project lasts for five years, you’re gonna have a few of those.

    You just are. You know? It’s not, it’s not bad luck. It’s just like, just normal statistical variation [00:26:00] that y- Yeah, so I, I, I really think it’s important to, um, to not just say, “Oh. Oh, poor you,” ’cause it’s, it always sounds like a sob story. “Oh, a flood. Who could have known?” 

    Allen Hall: Who could have known it rains? 

    Rosemary Barnes: Yeah, I mean, I, I don’t know.

    Like, I often talk about how people don’t know what, um, engineers do, and we don’t get enough res- respect for, for what we do, and people don’t get it. But I think project managers is, if anything, worse. People don’t respect project management as a, um, a, I don’t know, is it a profession? But, you know, as an ex- ex- field of expertise and don’t, don’t know how much of a difference it makes to have a good one, and also that it is not that hard to be a good project manager.

    You just have to actually do it. 

    Matthew Stead: Can I make a suggestion that actually is the reverse of Darwin theory? We’ve got to come up with a name, but you know, the dumber you are, the more money you make. Also, for the record, um, Elon does have a lot of, um, philosophies and approaches which I do support. The efficiency, automating things after you’ve done them manually, only [00:27:00] doing the bare minimum, you know, all those sorts of things, doing things fast.

    Rosemary Barnes: Yeah, there’s a lot, a lot of good product development and engineering that you can learn from Elon, and you do not have to take the, like, weird personal stuff along with it. You are able to pick and choose which aspects you, you learn from. 

    Allen Hall: But it does take a specific kind of person to weather that storm.

    If you wanna play in that sandbox, y- you better be ready because it’ll be hard and fast and not very forgiving. So you just have to know that going in, which can be great, and it can be a great experience, uh, for a lot of engineers, but it isn’t for everyone. As wind energy professionals, staying informed is crucial, 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 [00:28:00]industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out.

    Visit peswind.com today. In this quarter’s PES Wind magazine, which you can download at peswind.com, there’s an article from TGS 4C about vessel traffic around offshore wind farms. And this is kind of interesting bec- because they looked at some major wind farms off the coast of the UK, Dogger Bank B, Dogger Bank C, and Sofia.

    Uh, and obviously there’s a lot of marine traffic around those, but you don’t really realize the scale and how, uh, it affects the, the traffic on the water. The– When they had looked at these three wind farms, they realized, uh, they had about 860, uh, transits in 2021 around that area, and that went to more than 20,000 by [00:29:00] 2025.

    So the amount of economic and commercial activity that was happening around those wind farms exploded. And when you have that many ships in the water, it does change the nature of that area and also how other ships transit through the area, around that area. Uh, it’s an interesting piece because if you look at where those wind farms are, Matthew, th- that’s kind of a narrow stretch in there where there is a lot of ship traffic already.

    So y- you create this, uh, artificial barrier for some of the ship traffic, and you’re trying to understand how that is affecting the flow in and out. But I think the, the bigger piece is you can tell how well a development is progressing on offshore wind by looking at the ships and who’s where and when.

    Matthew Stead: I think this is interesting topic. Um, I, I– To be honest, I don’t completely get it. Can you explain it to me? 

    Allen Hall: If I’m an investor in these projects, if I’m the government, if [00:30:00] I’m the, uh, the power company that’s gonna handle the power coming off these sites, I really need to know how it’s going. And the way that I look at it in the States when I look at offshore projects here, ’cause we could do something very similar, who’s out on, on the ocean?

    Where are they? What tower are they at? How many towers are running? You can kinda tell that. Are they, are they just doing surveys or are they laying cable? Or is there something more active happening? And where are the ships from? Are they installation vessels? Are they driving monopiles? What’s going on out in the water?

    It does give you a really good sense where they are in the project. Kind of back to Rosemary’s point on, on managing big projects, you– schedule is everything You can tell. You can really tell. 

    Matthew Stead: Thinking about it a different way. So it’s a bit more like shadow monitoring. So it’s just a way of, it’s a way of independently monitoring and checking progress, making sure that there’s transparency as to what’s going on.

    Allen Hall: I think there’s a lot of [00:31:00] value in that data set. And as, uh, more operators start to use that data set and more companies start to use that data set globally, uh, they’re gonna be doing offshore projects, I think, differently in, in terms of efficiency. They- they’re learning as they go. 

    Matthew Stead: Yeah. Isn’t that one of the classical, um, sort of mathematical problems about how to optimize, uh, courier deliveries?

    We’ve gotta talk about quantum computing at some point too, so. 

    Allen Hall: We probably should. But for right now, I need everybody to go to peswind.com and download this quarter’s magazine. A lot of good articles in there, and it’s a great free download. Tons to learn. Go to peswind.com. That wraps up another episode of the Uptime Wind Energy Podcast.

    If today’s discussion sparked any questions or ideas, we’d love to hear from you. Reach out to us on LinkedIn. And if you found value in today’s conversation, please leave us a review. It really helps other wind energy professionals discover this [00:32:00] show. For Matthew and Rosemary, I am Allen Hall, and we’ll see you here next week on the Uptime Wind Energy Podcast.
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About The Uptime Wind Energy Podcast
Uptime is a renewable energy podcast focused on wind energy and energy storage technologies. Experts Allen Hall, Rosemary Barnes, Yolanda Padron, and Matthew Stead break down the latest research, tech, and policy.
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