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The Uptime Wind Energy Podcast

Allen Hall, Rosemary Barnes, Joel Saxum & Phil Totaro
The Uptime Wind Energy Podcast
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  • LM Wind Power Cuts 60% of Denmark Staff
    The crew discusses LM Wind Power's dramatic layoff of 60% of remaining Danish staff, dropping from 90 to just 31 workers. What does this mean for thousands of wind farms with LM blades? Is government intervention possible? Who might acquire the struggling blade manufacturer? Plus, a preview of the Wind Energy O&M Australia 2026 conference in Melbourne this February. Learn more about CICNDT!Register for ORE Catapult's UK Offshore Wind Supply Chain Spotlight! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us!  If you haven't downloaded your latest edition of PES Wind Magazine, now's the time issue four for 2025. It's the last issue for 2025 is out and I just received mine in the Royal Mail. I had a brief time to review some of the articles inside of this issue. Tremendous content, uh, for the end of the year. Uh, you wanna sit down and take a good long read. There's plenty of articles that affect what you're doing in your wind business, so it's been a few moments. Go to peswind.com Download your free copy and read it today. You're listening to the Uptime Wind Energy Podcast, brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here's your hosts, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Welcome to the Uptime Wind Energy [00:01:00]Podcast. I'm your host, Alan Hall in the Queen city of Charlotte, North Carolina. I've got Yolanda Padron in Texas. Joel Saxon up in Wisconsin and Rosemary Barnes down under in Australia, and it has been a, a really odd Newsweek. There is a slow down happening in wind. Latest news from Ella Wind Power is they're gonna lay off about 60% of their staff in Denmark. They've only have about 90 employees there at the moment. Which is a dramatic reduction of what that company once was. Uh, so they're planning to lay off about 59 of the 90 workers that are still there. Uh, the Danish media is reporting. There's a lot of Danish media reporting on this at the moment. Uh, there's a letter that was put out by Ellen Windpower and it discusses that customers have canceled orders and are moving, uh, their blade production to internal factories. And I, I assume. That's a [00:02:00] GE slash Siemens effort that is happening, uh, that's affecting lm and customers are willing to pay prices that make it possible to run the LM business profitably. Uh, the company has also abandoned all efforts on large blades because I, I assume just because they don't see a future in it for the time being now, everybody is wondering. How GE Renova is involved in this because they still do own LM wind power. It does seem like there's two pieces to LM at the minute. One that serves GE Renova and then the another portion of the company that's just serving outside customers. Uh, so far, if, if you look at what GE Renova paid for the company and what revenue has been brought in, GE Renova has lost about 8.3 billion croner, which is a little over a billion dollars since buying the company in 2017. So it's never really been. Hugely profitable over that time. And remember a few months ago, maybe a month ago now, or two months ago, the CEO of LM [00:03:00] Windpower left the company. Uh, and I now everyone, I'm not sure what the future is for LM Windpower, uh, because it's, it has really dramatically shrunk. It's down to what, like 3000 total employees? I think they were up at one point to a little over when Rosie was there, about 14,000 employees. What has happened? Maybe Rosemary, you should start since you were working there at one point.  Rosemary Barnes: Yeah, I dunno. It always makes me really sad and there's still a few people that I used to work with that were there when I went to Denmark in May and caught up with a bunch of, um, my old colleagues and most of them had moved on because a lot of firing had already happened by that point. But there were still a few there, but the mood was pretty despondent and I think that they guessed that this was coming. But I just find it really hard to see how with the number, just the pure number of people that are left there. I, I find it really hard to see how they can even support what they've still [00:04:00] got in the field. Um. Let alone like obviously they cut way back on manufacturing. Okay. Cut Way back on developing new products. Okay. But you still do need some capabilities to work through warranty claims and um, you know, and any kind of serial issues. Yeah, I would be worried about things like, um, you know, from time to time you need a new, a new blade or a new set of blades produced. Maybe a lot of them, you know, if you discover an issue, there's a serial defect that doesn't, um, become obvious until 10 years into the turbine's lifetime. You might need to replace a whole bunch of blades and are you gonna be able to, like, what's, what is gonna happen to this huge number of assets that are out there with LM blades on there? Uh, I, yeah, I, I would really like to see some announcements about what they're keeping, you know, what functionality they're planning to keep and what they're planning to excise.  Joel Saxum: But I mean, at the end of the day, if it's, if [00:05:00] the business is not profitable to run that they have no. Legal standing to have to stay open? Rosemary Barnes: No, no, of course not. We all know that there, there's, you know, especially like you go through California, there's all sorts of coast turbines there that nobody knows how to maintain them anymore. Right. And, um, yeah, and, and around there was one in, um, in Texas as well with some weird kind of gearbox. I can't remember what exactly, but yeah, like the company went bankrupt, no one knew what to do with them, so they just, you know, like fell into disrepair and couldn't be used anymore. 'cause if you can't. Operate them safely, then you can't let no one, the government is not gonna let you just, you know, just. Try your luck, operate them until rotors start flying off. You know, like that's not really how it works. So yeah, I do think that like you, you can't just stay silent about, um, what you expect to happen because you know, like maybe I have just done some, a bit of catastrophizing and, you know, finding worst case scenarios, but that is where your mind naturally goes. And the absence of information about what you can expect, [00:06:00] then that's what. People are naturally gonna do what I've just done and just think through, oh, you know, what, what could this mean for me? It might be really bad. So, um, yeah, it is a little bit, a little bit interesting.  Allen Hall: Delamination and bottom line, failures and blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. C-I-C-N-D-T are specialists to detect these critical flaws before they become expensive burdens. Their non-destructive test technology penetrates deep to blade materials to find voids and cracks. Traditional inspections, completely. Miss C-I-C-N-D-T Maps. Every critical defect delivers actionable reports and provides support to get your blades. Back in service, so visit cic ndt.com because catching blade problems early will save you millions. Yolanda, what are asset managers [00:07:00] thinking about the LM changes as they proceed with orders and think about managing their LM Blade fleet over the next couple of years, knowing that LM is getting much smaller Quicker? Yolanda Padron: Yeah, and this all comes at a time when. A lot of projects are reaching the end of the full service agreements that they had with some of these OEMs, right? So you already know that your risk profile is increasing. You already know. I mean, like Rosie, you said worst case scenario, you have a few years left before you don't know what to do with some of the issues that are being presented. Uh, because you don't count with that first line of support that you typically would in this industry. It's really important to be able to get a good mix of the technical and the commercial. Right? We've all seen it, and of course, we're all a little bit biased because we're all engineers, right? So we, to us it makes a lot of sense to go over the engineering route. But the pendulum swung, swung so [00:08:00] far towards the commercial for Ella, the ge, that it just, it. They were always thinking about, or it seemed from an outsider's point of view, right, that they were always thinking about, how can I get the easiest dollar today without really thinking about, okay, five 10 steps in the future, what's going to happen to my business model? Like, will this be sustainable? It did Just, I don't know, it seems to me like just letting go of so many engineers and just going, I know Rosie, you mentioned a couple of podcasts ago about how they just kept on going from like Gen A to Gen B, to Gen C, D, and then it just, without really solving any problems initially. Like, it, it, it was just. It's difficult for me to think that nobody in those leadership positions thought about what was gonna happen in the [00:09:00]future.  Rosemary Barnes: Yeah. I think it was about day-to-day survival. 'cause I was definitely there like saying, you know, there's too many, um, technical problems that Yeah. When I was saying that a hundred, a hundred of versions of me were all saying that, a lot of us were saying it. Just in the cafeteria amongst ourselves. And a lot of us, uh, you know,
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  • Terra-Gen, Nordex & Siemens Gamesa Improve
    Terra-Gen's 238.5 MW project in Texas is now fully operational and the Philippines just awarded approvals for more than 10 GWs of renewables. Plus Nordex and Siemens Gamesa are optimistic about their future. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! There's news from the wind industry this week. And for once... the headlines tell a story of growth. Down in Hidalgo County, Texas... something worth celebrating happened this week. Terra-Gen commissioned the Monte Cristo ONE Windpower Project. Two hundred thirty-eight-point-five megawatts. Fully operational. The wind facility will generate more than 850 gigawatt-hours of clean electricity every year. Enough to power roughly 81,000 homes. And the power? Already sold. Long-term purchase agreements with two corporate customers. Construction created about 280 jobs at peak activity. More than 490,000 work hours. Not one lost-time incident. They upgraded 11 miles of state roads. Twenty-five miles of county roads. Over its lifetime... the project will deliver more than 100 million dollars to the local community. Property taxes. Landowner payments. Other economic contributions. "It is an honor," said John O'Connor, Chief Financial Officer for Terra-Gen, "to celebrate the hard work and dedication of the hundreds of men and women who made the commissioning of the Monte Cristo wind project possible." Meanwhile... halfway around the world in the Philippines... the government just awarded approvals for more than 10 gigawatts of renewable power. That's ten-point-two gigawatts, to be exact. One hundred twenty-three winning bidders. Solar. Storage. And wind. Onshore wind alone claimed two-point-five gigawatts of that capacity. Twenty-one projects. All set to deliver power by 2029. The Philippines is targeting 50 percent renewable generation by 2040. And they're not waiting around. The "overwhelming response," said the department of energy, "reflects the growing confidence of investors." Back in Europe... in Germany... Nordex is making moves. The turbine manufacturer just secured orders for 123 megawatts from Denkerwulf. Twenty-five onshore wind turbines. Installation begins in 2027. Commissioning in 2028. And Nordex shares? They're climbing. Hit a multi-year high this week. Trading at 28 euros and 2 cents. Denkerwulf'S orders for Nordex in 2025 now total nearly 144 megawatts. And last week... Mingyang signed a contract with ORE Catapult... a state-owned British test center. They're going to test main bearings for Mingyangs offshore 18.5MW turbines in the United Kingdom. "A major milestone," said Mingyang'S chief technology officer for Europe, Marc Sala. "A decisive breakthrough for our local operations." Mingyang has big plans for Britain. One-point-five billion pounds in investments. Half for factories. Half for the offshore wind supply chain. Now... over at Siemens Gamesa... things are looking up. The wind business has been struggling. Over four fiscal years... losses totaled eight-point-six billion euros. But Chief Executive Officer Christian Bruch confirmed this week... they're still targeting profitability by 2027. Break-even by 2026. Revenue for full-year 2025 rose 5 percent to ten-point-three-seven-five billion euros. Losses improved slightly. "The journey towards profitability is going to take time," said Chief Financial Officer Maria Ferraro. "But I think the team is doing a great job." They expect a positive fourth quarter in 2026. So there you have it. The wind industry is pushing forward. Two hundred thirty-eight-point-five megawatts commissioned in Texas. One hundred twenty-three projects approved in the Philippines. One hundred twenty-three megawatts ordered in Germany. Eighteen-point-five megawatt turbines heading to Britain for testing. And Siemens Gamesa ... now seeing light at the end of the tunnel. The numbers tell the story. Things are beginning to stabilize – and there’s hope for the future. That’s the state of the wind industry on the 17th of November 2025. Join us tomorrow for the Uptime Wind Energy podcast.
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  • The Blade Whisperer Returns with Morten Handberg
    Morten Handberg, Principal Consultant at Wind Power LAB, joins the show to discuss the many variables within wind turbine blades that operators may not be aware of. From design to materials and operation, understanding your blades is crucial to making informed decisions in the field. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind. Energy's brightest innovators. This is the progress Powering tomorrow. Allen Hall: Morten, welcome back to the program.  Morten Handberg: Thank you so much, Allen. It's fantastic to be back. It's, uh, I really, really happy to be back on the show to discuss blades with you guys.  Allen Hall: So you're a resident blade whisperer, and we wanted to talk about the differences between types of blades even within the same manufacturer, because I think there's a lot of misunderstanding if I buy a specific OEM turbine that I'm getting the same design all the time, or even just the same basic materials are that are used. That's not the case anymore.  Morten Handberg: No, I mean, there's always been variations. Uh, so the B 90 is a very good example because initially was, was released with, uh, with the, with the glass fiber spark cap. [00:01:00] But at later iterations it was, then they then switched it to carbon fiber for, for, for larger, for larger turbines, for higher rated power. But it, it, but it sort of gave that you were not a hundred percent sure. When you initially looked at it, was this actually a ca a glass fiber, uh, beam or a carbon fiber was only when you started to learn the integral, you know, what, what to read in, in the naming convention that you could understand it. But it caused a little confusion about, you know, I'm looking at glass fiber blade or, or a carbon fiber blade. So it's been there for a while, but we're seeing it more and more pronounced with, um. Uh, OEMs changing to signs, uh, or OEMs merging together, but keeping their integral design for, for, for various purposes. And then for the, for the, for the people, not in, uh, not in the loop or not looking behind the curtain. They don't, you don't know, know, know the difference. So I think it's really important that we, that we sort of highlight some of those things to make it easier for people to, to, to know, to know this. Allen Hall: There was a generational change. [00:02:00] Uh, even in the 1.5 megawatt class. There were some blades that were fiberglass and then they, there was a trend to move to carbon fiber to make them lighter, but then the designers got better and started putting fiberglass in, where now you have 70 meter blades that are fiberglass worth 35 meter blades, may have had carbon. Yeah, it's hard to keep up with it.  Morten Handberg: You know, it's really difficult to know. I mean, for, for, for the longer blades, it's becoming more and more pronounced that they will be, uh, there will be carbon fiber reinforced. But a good, uh, example of where it doesn't really apply is actually with, uh, with Siemens cesa. Because if you look at Siemens, Cade said, you know, it's, it's Siemens, uh, the original OEM Siemens at the original OEM Cade that merged. Quite a few years back, but you know, we still see the very sharp, uh, difference between the two different designs because whenever you install a Siemens Esso turbine offshore, it's the Siemens integral blade, it will. And, and they kept that, [00:03:00] uh, and that blade is produced in one cast, it's called the Integral Blade because that's their inherited design. And there are no adhesive bond blinds in that. Uh, so all laminated is consolidated. It's all cast in one go, and then whatever kings and small, uh, defects there, then repaired on factory before they ship offshore. These are pure glass fiber plate that has not changed at all. So that's sort of the, uh, how do you say, uh, the one that, that, uh, that is outside the norm that we see today. But the Gaza part of it, they, they've kept for onshore purposes, they kept their design using, uh, adhered shells or adhered bond lines. So they would have two, uh, share webs and then two shells, uh, that are then, that are then, then, uh, glued together, uh, at the bond lines, on the share, on the trading edge, and on the leading edge. With carbon re, re reinforcement. Um, so that is a massive different design within one [00:04:00] OEM and often when people say, well, we have a problem with the Siemens commes blade, which one? Uh, so then it's very, very important to understand, you know, what blade type, you know, what, what, what turbine model it is because then we can pretty easily drive it, or even for just know the wind farm because. If it's offshore, we pretty much, you know, we can, we, we know already. We just need to know the what, what, what size of turbine is, and derive what blade type it is. Onshore becomes a bit more pro problematic because then you need to know, you know, at what, when was it erected, because then, you know, it can be both, but. If you don't know, then it will just be presented as a Siemens cesa. So it's really important to keep, uh, in check, uh, when, when, when, when, when looking at that. So that's a, so that's a very important distinction that, that we need, need to understand when the child, when determining blade damages,  Allen Hall: right, because the type of damage, the integral blade would suffer really completely different than the sort of the ESA bonded design. I was looking at blades in Oklahoma recently that were integral from like a two megawatt machine, and it, it [00:05:00] looks completely different when you walk up to that blade. You can tell that it's cast in one piece. It's very interesting to see, but that makes it, I think the, the thing about those blades is that it's a little more manufacturing cost to, to make 'em that way, but. They are, uh, tend to be a little more rugged out in service, right?  Morten Handberg: Well, they're, they're definitely heavier because of the, the manufacturing process that they go through. Um, they're more robust. We, I think we can, we can, we can see that from a track record, uh, in general. Um, but they're, but the trade off is that they are a lot, they're heavier. So that means that the, that the components that are used in the Drivetrain Tower Foundation, they're equally heavier. So you pay the price in the, uh, in the cost of the turbine. But, uh, overall on the, on the mainland side, we do see less, at least some structural damages and if something really bad happens, so, uh, the trailing edge more often, not it's kept to the, to the tip or on that part of the trailing edge. So, so, uh, so [00:06:00] the, the, the blade structure keeps together better, um, because of this consolidation of the laminates. Allen Hall: Right, and the, the traditional ESA design, I'll call it, has been a bonded design for a long time. The issue with bond lines is there is no peel ply stoppage, so there's no fasteners in it, in case it starts to come apart, it'll continue to peel, and that's what we typically call a banana peel when it really goes bad. The blade splits in two. Once it starts, it really doesn't have a way to stop. And I think that's why inspection is so important on those bonded blades. Right?  Morten Handberg: Yeah. Actually, 1, 1, 1 1, 1, 1 small thing. Uh, peel ply is actually something that's used in laminate production to, uh, to you apply it when you're casting, you laminate typically for repair. Then when you peel it off. The surface is fresh and clean, and then you can, you can continue working it, adding more, more mobilely or, or new coating. So it removes some, uh, lamination or some grinding process that will otherwise be needed, has no structural purpose in it, [00:07:00] uh, just to kill that myth of, but you're right. Uh, when you have an adhere blade for any, for any manufacturer, for any purpose. If you have a, uh, if you have a deep bonding that starts, then it can, it can, depending on the location, it can grow really fast because you don't have the same consolidation. You do have some bike layers that would add over, but it doesn't have the same integral strength that you would see with the, uh, with the consolidated laminate. Allen Hall: So that's a big difference. And if you're looking at blades, and if you haven't. Looked inside of a hub and looked inside the blade. You, you may not even know. And I think that does happen to a lot of engineers that they, because they, they're dealing with a thousand blades a lot of times the blade engineers, it's crazy what they're asked to go do. You just can't know all the details all the time. But just knowing these top level things can really help you suss out like where to start. And, and, and even on the inspection res regimes would on an integral blade type design, are you doing different kinds of inspections than you would do on a standard kind of. Mesa bonded up design?  Morten Handberg: I would [00:08:00] say not actually. I mean, you would still, you would still do, uh, you, you'll still do internal inspections because, um, you can still have defect developing. They would be, uh, slower, uh, growing in general, um, compared to a, uh, to a more thin skin laminate, uh, type blade. But, but the inspection methodology is, is more, less the same. You would do an external inspection to check for lighting damages wearing of, uh, coating. So erosion. Any kind of structural damage in developing over the shell, uh, surfaces.
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  • Ørsted Denies Equinor Merger, WOMA 2026 Tickets Live
    The crew discusses Equinor's significant investment in Ørsted, while Ørsted denies plans to merge. They also cover Jupiter Bach's new plant in Colorado and the upcoming Wind Operation and Maintenance Australia 2026 event. Register for ORE Catapult's UK Offshore Wind Supply Chain Spotlight!Learn more about Composite Inspection and Consulting! Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now, here's your hosts. Allen Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes.  Allen Hall: Welcome back to the Uptime Wind Energy Podcast. I'm your host, Allen Hall in the queen city of Charlotte, North Carolina. I have Rosemary Barnes in Australia who has, uh, been doing a little bit of travel. Joel is back in Austin, Texas. Man, I feel like everybody's been traveling a lot and so is Yolanda. The Yolanda has been on the road quite a bit and we have a really interesting week in wind energy. Particularly over in Denmark and Norway, and if you've been following the news there, uh, as we all know, Ecuador had a pretty big investment into Sted several months ago where they put in about two and a half [00:01:00] billion dollars to buy 10% of Sted to help write the ship a little bit, and then. A c basically last month, right Joel? It was about last month where they, they spent about a billion dollars for the right rights issue, uh, to keep that stock moving, right, and or, and need more cash. And that's how they raised it. That's a total investment, about three and a half billion dollars. That's a lot of money for anybody to be spending at this moment, and Ecuador is thinking this is a pretty good bet. That's great and they wanna work closer with Ted. And the talk is that Ecuador wants a boar seat with Ted Joel. Is there any chance that is going to happen?  Joel Saxum: Well, it was, it's interesting that they brought that up as well, right? Because the initial buy-in, you know, back I think six, nine months ago or whatever it was, they specifically said in their press release, we are not trying to get a board seat. We don't want to have [00:02:00] control over this, yada, yada, yada. But then when the rights issue came out, and I think it was the, the TED stock dropped like 30% or something that day. Um, they threw more cash in, they got a little bit more power. But it's like anything, right? Once, once you've got, uh, quite a bit of money invested and you have a, have pretty heavy percentage of us of whatever that investment may be, it can be. Half ownership in a car, I don't care. You want to have a little bit more say about what happens with your money and what the results can be based on strategic decisions. And if you've, you know, been watching Ted's decisions. Now they've been at the, the whim of government policies and stuff for the last few years, but they've also mistepped a little bit on a couple of them. Uh, so you can see EOR wanting to get in there to protect their investment a little bit. The, in the funny thing to me here, and, um, Rosie, you spent a ton of time up in Denmark, is the, the, the back and forth between the Norwegians and the Danes about, oh, you're, you're just our [00:03:00] little brother. You're our, oh, you're our distant cousin, da da da da. How they were kind of all at one point in time, a lot, you know, a lot closer. There was what was called the, um, the calmer Union, I think it was. And that was the Danes, Norwegians, Swedes, all under one king. This was a long time ago, but, so there's that area of the world's kind of all been playing together and, and if you know a little bit of the history too, all of that money that Norway has, so all the money that Einor has is Danish ex Danish land money. So the Danes gave away their rights to the North Sea, to the Norwegians for whatever reason, and that's where all the oil was that made the Norwegians rich. That is the EOR pile of cash.  Rosemary Barnes: People talk about that frequently, like really frequently. In Denmark. I probably would've had a conversation like, I don't know, at least once a month, maybe once a week about that topic. I remember one that sticks out in my mind. Um, I always said that Norwegian, like, I love the Norwegian [00:04:00] accent. It sounds like Danish, but they're, they're laughing. And I remember saying that to my boss one time, my Danish boss, and he says, yeah, they are laughing, they're laughing all the way to the bank because they've got our oil. And, and every Danish person has a huge chip on their shoulder about it. Um, it, it was like the oil, the oil reservoirs weren't well known when they did the divide up of who would get, you know, which bits of the ocean. It was mostly about fish. Um, and yeah, so they divided it where they divided it, everyone was happy with it at the time, and then not so long afterwards found out there was just heaps and heaps of, uh, oil under there. And yeah, Norway got quite rich off it. But you know what? I think that, um, Denmark hasn't done so bad out of it because it kind of forced them to go all in on wind energy in a way that other, like other countries kind of, it's like during the oil shock of, was it the 1970s? You know, everyone. Looked into wind energy a lot, but as soon as the price went down again, then they were just like, oh, don't worry about wind energy. But [00:05:00] Denmark just, you know, kept on keeping on and they did have, you know, a few decades of just total world dominance in wind energy. Um, and it also kind of, you know, filtered through to other bits of the economy. It's, it's really nice kind of. Smart industry manufacturing. They, they really did train up a whole generation or so of, um, engineers that are, you know, really industrious and innovative and you see them in all sorts of other industries now. So I, I don't think that Denmark should have a ship on their shoulder about it. I think that, you know, they should consider that they got some, some good out of it as well.  Joel Saxum: I, I completely agree. The, the last funny I'll throw in there is, if you don't know this, Ted used to be known as Dong Energy, which is Danish oil and natural gas. So they used to be an and not, that's not too long ago. That's only like 10, 12 years ago.  Rosemary Barnes: No, and I think it's the only example of, um, any fossil fuel company that has flipped, like fully flipped to [00:06:00] renewables. I don't think there's another example. Um, maybe, you know, someone can email us and, and tell me I'm wrong, but I'm pretty sure they're the only ones. And so that's why, like, I, I really like, I'm always going for them, you know, like I'm always cheering them, cheering them on. I want them to succeed because I want that to be something that can happen, you know, so much better if, um, oil and gas companies spend their energy transitioning to renewables and succeeding compared to if they spent their energy trying to, you know, um, stymie the renewable energy transition. So yeah, I, I think good for them.  Allen Hall: Ted is saying no chance of any sort of merger with Ecuador. In fact, there's CFOs, total analysts, there are no merger plans, and the CEO of Ted is also basically saying we're focused on our own plan. We, we we're going to go ahead and get the company righted and we don't really need a lot of Ecuador involvement. That's gonna come to a head pretty soon though, if Orec [00:07:00] can't get their stock back up. Like Joel has pointed out, the, the pressure from Ecuador will slightly diminish over time. And if Oreg can get really rolling, which analysts are saying now is somewhere in the 2030 region before they become, uh, self-sufficient in a, in a sense that, uh, until such time, EOR probably is gonna keep knocking on that door. It does lead to the question, and I think Rosemary, you brought it up, oh, probably six months ago or more, that Ecuador is starting to pull back from its renewables business and starting to focus a little more on the oil and gas side, but they have renewable sort of requirements that they're going after are goals. And that stead could fulfill those goals, is that still likely to be the situation where EOR is gonna be in oil and gas and Orsa is gonna be in renewables and between the two of them, they satisfy, uh, both sides, Denmark [00:08:00] and Norway's economic interest?  Rosemary Barnes: I, I think it's very, very hard actually for, um, a company that's used still oil and gas projects to move on to renewables. I mean, they're not. That similar, you might like, you might think it's one kind of energy, um, moving to another kind of energy. But I think that that totally misunderstands how the, the business, the actual business works, what kinds of, um, projects they do, how risky they are, how much return they require, and the only reason. Companies would do that as if they were kind of forced to.  Joel Saxum: That's the ESG thing. Yeah.  Rosemary Barnes: Well, it's not only ESG though, because I mean, eor they are kind of running out like, you know, started off with, um, stuff in Norway or in Norway's waters. Right. And they've, to a certain extent, run out of good projects. I mean, that always happens with, um, with fossil fuels that, you know, the good sites get, um, uh, depleted and you have to find new sites that, that always happens. Um,
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    32:26
  • Vestas Succeeds in US Despite Challenges
    Vestas continues to make headwinds in the US, despite the current administration's disdain for wind energy. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard's StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes' YouTube channel here. Have a question we can answer on the show? Email us! Vestas is making headway in America. Despite a president who has a dim view of their product. Despite the administration halting offshore wind projects across the country. Despite tariffs climbing over one hundred percent. Vestas delivered more than sixty percent MORE to America in the third quarter of this year. Vestas delivered ONSHORE wind turbines. One point four gigawatts [GIG-uh-wahts]. Enough to power more than four hundred thousand homes. Every third turbine they delivered worldwide went to the US - that Danish wind turbine manufacturer - has a chief executive named HENRIK ANDERSEN. VESTAS Chief Executive HENRIK ANDERSEN.Andersen said something remarkable recently: "We are pleased with what we see." Now you might wonder how. How does a wind company GROW when the White House opposes wind turbines? How do orders INCREASE when the administration halts offshore wind development? How does business boom when tariffs make everything more expensive? Here's what VESTAS figured out two decades ago. They built blade factories in Colorado. Nacelle factories too. More than twelve hundred American companies are in their supply chain. Creating jobs. Creating trust. Creating roots too deep to pull up. And here's the thing about electricity in America today: The demand is so HIGH - from factories, from those hungry data centers powering artificial intelligence - that customers will buy power REGARDLESS of tariffs. As Andersen puts it: "Electricity is in such high demand that orders will actually be fulfilled." Some customers ARE waiting for clarity on those tariffs. VESTAS admits it would have gotten even MORE orders without them. And yes, offshore wind orders? Zero. Not a single megawatt in the third quarter. The administration saw to that. Despite everything - the politics, the tariffs, the offshore freeze - wind remains the most cost-effective electricity source available. ONSHORE wind. Seven to nine percent annual growth expected through twenty thirty. And VESTAS? They're so confident they just announced a one hundred fifty million EURO share buyback program. That's money they're returning to shareholders. You don't do that unless you believe in what's coming next. Twenty-five hundred megawatts ordered for the Americas in just one quarter. The US and Germany - driving their order book right now. Now Andersen won't predict WHEN all those waiting customers will place their orders. "It's simply too difficult to predict," he says. But he adds this: "We take the orders we can get" And there's something else worth knowing. Those rising electricity prices everyone's feeling? In parts of America, wholesale power costs jumped as much as two hundred sixty-seven percent in just five years. Baltimore. Los Angeles. Minneapolis. Cities far from data centers paying more because the grid serves everyone. VESTAS is betting that when power bills climb, wind becomes MORE attractive. Not less. The cheapest electron wins. And right now, even WITH tariffs, wind is delivering the most affordable power in America. So while Washington halts offshore projects and debates tariffs, this Danish company just keeps building ONSHORE. Keeps hiring. Keeps delivering. One point four gigawatts at a time. The administration froze offshore wind. But VESTAS found another way.
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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, Joel Saxum and Phil Totaro break down the latest research, tech, and policy.
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