The Uptime Wind Energy Podcast

Allen covers the Trump administration’s suspension of five East Coast offshore wind leases on national security grounds, and the wave of lawsuits from developers like Equinor and Ørsted calling the reasoning pretextual. Plus Bill Gates-backed startup Airloom showcases its low-profile turbine design at CES 2026, and Brazil opens consultation on curtailment compensation for renewables. 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! Five major offshore wind projects sit idle today. Billions of dollars in equipment. Thousands of workers. All waiting. President Trump has made no secret of his feelings about wind power. He has called offshore wind a scam. He has said these projects cost too much. He has compared them unfavorably to natural gas. Big ugly windmills, he calls them. His administration has moved aggressively to stop them. First came executive orders suspending federal approvals. Then stop-work orders on projects already under construction. In December, the Bureau of Ocean Energy Management took the boldest step yet. It suspended the federal leases for five East Coast projects. The reason given: national security risks identified by the Department of War in recently classified reports. Interior Secretary Doug Burgum explained that wind turbine blade movement can interfere with radar systems. He pointed to vulnerabilities created by large-scale projects near population centers. The companies building these projects see it differently. Empire Wind called the reasoning hollow and pretextual. In court filings, the company pointed to statements from the Secretary of Interior and the White House. The real motivation, they argued, relates to the administration’s opposition to offshore wind energy. Not national security. Politics. These are not small projects. Empire Wind is sixty percent complete. Four billion dollars invested. Nearly four thousand workers employed during construction. When finished, it would power half a million New York homes. Its parent company, Norwegian energy giant Equinor, says it has coordinated closely with federal officials on national security reviews since twenty-seventeen. It has complied with every requirement. Revolution Wind is eighty-seven percent finished. A five billion dollar venture between Danish company Ørsted and Global Infrastructure Partners. The project went through more than nine years of federal review before approval in twenty-twenty-three. National security considerations were comprehensively addressed, the company says. Workers sat waiting on the water when construction was halted in August. A federal judge allowed them to resume in September. Now they’re stopped again. Both companies warn that the ninety-day suspension will likely result in cancellation. Offshore wind construction depends on highly choreographed specialized vessels. Complex sequencing. Narrow weather windows. You cannot simply pause and restart. Dominion Energy has also filed suit over its Coastal Virginia Offshore Wind project. The company calls the suspension arbitrary and capricious. The legal battles are piling up. In December, a federal judge in Massachusetts declared an earlier stop-work order illegal. Seventeen states had sued. New York Attorney General Letitia James led the coalition. As New Yorkers face rising energy costs, she said, we need more energy sources, not fewer. Wind energy is good for our environment, our economy, and our communities. She called the administration’s actions a reckless and unlawful crusade against clean energy. Four East Coast governors issued a joint statement. New York’s Kathy Hochul. Massachusetts’ Maura Healey. Connecticut’s Ned Lamont. Rhode Island’s Daniel McKee. Coastal states are working hard to build more energy, they said. These projects have created thousands of jobs. They have injected billions in economic activity into our communities. The National Ocean Industries Association is calling for an end to the pause. Offshore wind improves national security, says president Erik Milito. It shifts economic, infrastructure, and geopolitical advantages to the United States. The Interior Department has declined to comment on the lawsuits. Meanwhile, at CES twenty-twenty-six in Las Vegas, a different kind of wind power is making news. A startup called Airloom is showcasing a radical new turbine design. Backed by Bill Gates. No towering blades reaching for the sky. Instead, a low-profile system about sixty-six to ninety-eight feet high. Picture a loop of adjustable wings traveling along a track. More roller coaster than windmill. The company claims forty percent less material. Forty-seven percent lower cost. Eighty-five percent faster deployment. They say projects can be built in under a year instead of five. And unlike traditional turbines, these can go places conventional wind farms cannot. Remote islands. Mountainous terrain. Near airports. Even military bases. Places where spinning blades would be impractical. The company broke ground on a pilot site last June. Commercial demonstrations are planned for twenty-twenty-seven. Down in Brazil, the government is tackling a different wind energy challenge. What happens when you generate more power than the grid can handle? Brazil’s Ministry of Mines and Energy has opened a public consultation. The question: how should wind and solar generators be compensated when their output gets curtailed? The government wants to balance legal certainty for investors against excessive costs for electricity consumers. Stakeholders have until January sixteenth to weigh in. So there you have it. The near future of US offshore wind will be decided in court rooms over the next few weeks. The curtailment of Brazilian renewables will be bandied about in January. And a Bill Gates supported wind company is going to try it’s hand at power remote locations. I hope you had new year’s celebration. 2026 is going to be an interesting ride. And that’s the wind energy news for the 5th of January, 2026. Join us tomorrow for the Uptime Wind Energy Podcast

Allen and Joel are joined by Jeremy Heinks of CICNDT to discuss the critical need for pre-installation blade inspections, especially as safe-harbored blades from years past are rushed into service. They cover advanced NDT technologies including robotic CT scanning, blade bolt inspection for cracking issues, and how operators can extend turbine life beyond the typical 10-year repower cycle. 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: Jeremy, welcome back to the show. Thanks for having me. Well, the recent changes in the IRA bill are. Pushing a lot of projects forward very quickly at the moment, and as we’re learning, there’s a number of safe harbor blades sitting in yards and a rush to manufacture blades to get them up and meet the, uh, treasury department’s criteria for, for being started, whatever that means. At the moment, I think we’re gonna see a big question about the quality of the blades, and it seems to me. The cheapest time to quickly [00:01:00] look at your blaze before you start to hang them is while they’re still on the ground. And to get some n DT experience out there to make sure that what you’re hanging is appropriate. Are you starting to see that push quite yet? No, not not at Jeremy Heinks: the level we’d like to see it. Um, as far as getting the inspections in, yeah, we have been seeing the push to get the, get these blades out. Uh, but, uh, the, the, the few that we have been able to get our eyes on aren’t looking good. The quality definitely down. And we’ve just had a customer site come back with some, some findings that were surprising for a brand new blade that hasn’t been the up tower yet and in use. So, um, it is much easier for us to get the, uh, technology and the personnel to a blade that’s on the ground. It’s cheaper, it’s quicker. We can go through many, many more blades, uh, with inspections. Uh, it’s just access is just easier. Always comes down to access. Joel Saxum: That customer that you had there, like what was their [00:02:00]driver? Right? Did they feel the pain at some point in time? Did they, did they have suspicions of something not right? New factory? Like, I don’t know. Why would some, why is someone picking that over someone? Not because like you said, overwhelmingly. The industry doesn’t really do this. You know, even just getting visual inspections of blades on the ground before they get hung is tough sometimes with construction schedules and all these different things, moving parts. So you had someone that actually said, Hey, we want to NDT these blades. What was their driver behind that? Jeremy Heinks: So we, uh, we had done a previous, uh, route of inspections on some older ative of theirs that were, Speaker 5: um, Jeremy Heinks: getting. Kinda along in the tooth, if you will. Uh, so they’ve added some experience. They saw what we could bring to the table as far as results and, and, and information and data on those blades. Uh, and it all turned out to be, um, pretty reliable. So, um, you know, we educated them on, you know, if you have new blades coming in or even use the blades coming in for replacement, that it’s not a bad idea to get at least a, a sample it. And, uh, [00:03:00] basically that’s what they call us in to do. They had some brand new blades come in. For some new turbines they’re putting up. And, uh, they wanted the sampling. We did a sampling and the sample showed that, uh, they have an issue of these, these brand new blades. Joel Saxum: So, okay, so what happens then? Right? Because I’ve been a part of some of these factory audits and stuff, and when you catch these things in the factory, you’re like, Hey, where we got these 30 defects? And then the factory goes back against their form, their form, you know, their forms and they go, okay, material checklist is a, we’ll fix 24 of ’em. The other six are on you or whatever that may be. What happens when you find these things in the field at a construction site right? Then does that kick off a battle between the, the new operator and that OEM or, or what’s the action there? Jeremy Heinks: Yeah, so we’ve been on the OEM side and been through what you just explained, um, multiple times and helped a bunch of the OEMs on that stuff, that stuff. But unfortunately, when you’re in the field and you find the same thing, it’s, it’s a whole different ball game. Um, they typically. We won’t see any of that. We don’t, we won’t be able to [00:04:00] see what the OEM actually does unless we have informa, you know, information or channels that, that are a little bit different, uh, than normal to, uh, get that information. So, um, but yeah, so we, we’ll give this information over to the customer. Uh, they’ll go to their supplier and then that’ll turn into a. To a dance and, uh, where everybody’s trying to pass the buck, basically, right? So, um, unfortunately that’s the way it’s been. We will see how this one turns out. It, it all depends on, on the relationship between that OEM and the customer and the end user. Joel Saxum: So, so this is my, my last question about this and, and then I want to, of course, jump topics we have a lot of talk about here today. But the question being, okay, so say they do repairs. Is it then a good idea to bring you guys back in after those repairs are done to say NDT? Everything looks good here. Um, basically clear to fly. Jeremy Heinks: Yeah. [00:05:00] So, uh, post inspection on repairs is always a good idea. Um, the aviation side is, it’s commonplace to, uh, post in inspect repair. So yeah, definitely, uh, we’d wanna come back. Um, you know, and that’s something we’re working on too in-house as a, uh, working on a new training. Syllabus to where we can give some of the basic NDT tools to, uh, end users so that if a repair company would come in, they would be able to have their technicians do a quick, you know, quick test. Uh, it’s what we used to call like an operator level inspection. And then if they saw some of the stuff we trained ’em to that we could come back and, and bring in a level three or a level two and look at their information and then maybe do a reinspection if they thought they saw something that was bad. Allen Hall 2025: Joel, you and I had discussed a couple of months ago with an operator in the United States and the Midwest that was gonna be building a repowering, a wind farm with turbines, uh, that were a couple of years old. Remember that discussion about what version of [00:06:00] the blade are those? And it was an early version. I was surprised how long those blades had been sitting in the yard, and we said, well, it’s gonna have a B and C problem. You need to get somebody out there to inspect those blades before you hang them. That’s the perfect case for NDT to get out there and look because it wasn’t like every blade had a serial defect. It was just kind of a random thing that was happening. Do you remember that situation? Joel Saxum: Yeah, and it was really interesting too because you know, we’re on like that specific blade. We’re on like version nine of it out in the field right now. But since I think those were like in 20 19, 20 20, they had been safe harbored from they, those blades have the advantage of now having 3, 4, 5, 6 years of. History within the market of all of the issues that pop up. So we were able to tell that operator, Hey, since these things haven’t flown yet, we know it’s this, this, this, and this. You should have NDT come out here and do this. You should do this. This basically preemptive repair, this proactive measure before you fly these [00:07:00] things. Um, and I think what we see right now, Alan, like you said, just to open the episode with IRA bill changes and. And these new legislation coming up, there’s a lot of stuff coming out of Safe Harbor that’s gonna get flown. Allen Hall 2025: Oh, it’s gonna have a huge, uh, amount of blades that have been sitting there for a couple of years. And, but if you, the operator haven’t used those blades or don’t know the service history of those blades, it’s kind of a mystery and you better be calling other operators that are using them. But ultimately, when it gets down to it, before you hang those blades, and I know everybody’s in a rush to hang blades. You better take a look at ’em with NDT, especially if there are known issues with those blades. And the the problem is you can’t just do a walk down, which is what I think a lot of operators are doing right now. Send a technician down to make a look. Make sure the blade’s all in one piece, like I guess that’s where they’re at. Or we’ll walk inside and kick the tires and make sure all the bond lines are there. It’s a lot more complicated than that, and particularly if you know there’s a source of problem on a particular [00:08:00] blade, you can’t see it. It can be buried deep inside. How are you gonna know without having somebody with NDT experience? Joel Saxum: This is the interesting thing too, here with that specific case that that developer will call ’em. They said, I talked with the OEM. They said there’s nothing wrong with these blades. And they like, that was like, they’re like, they’re like, yeah, we checked with them. They said, there’s no issues. I said, you must have been talking to a sales guy because anybody from that engineering team is gonna tell you that. Or maybe they don’t want to, right? They, of course they don’t want to come clean with this, but that’s why we, that’s why we have the, like the uptime network and people that you can talk to and things of these sort out there and experts like Jeremy, right? The C-I-C-N-D-T guys, because they’ve seen the worst of the worst, Jeremy Heinks: right? We typically only get called in when it’s the worst of the worst, but to, uh, toss ’em with more wrinkle. Toss one more wrinkle into the whole storage thing. Uh, we got a project a few years back where the storage site, like, ’cause the blades had been stored for like 15 years, like seven years prior. The storage [00:09:00]site was underwater for like three weeks, like 20 feet. Like it was a massive flood, 20 feet of water or 10 feet of water, whatever it was. So the, it was a lot of water anyway. The bottom two thirds of these blades were. Rotted because of water logs being sitting in the water. And of course over the last seven years they got cleaned up. They looked good ’cause of the rain and everything and it looked bad. So we get out there, we’re scanning laminates and you get like halfway down the blade and it just with the, you know, terrible signal. And so we look back on the history and sure enough there was floods in the area. So those are things you gotta look at too. These blades are coming out of these long-term storage. I mean, how were they stored? How what has gone, what weather has been through that storage area in the last whatever years? Uh, because all that affects these blades when they’re on the ground. I mean, they’re, they’re, they’re fairly secure when they’re up tur up turbine and they’re meant to be in that environment. They’re not really meant to be getting just hit hard with weather when they’re on the ground. ’cause they’re [00:10:00] not sealed up. They’re not, you know, you know, a lot of different things there. Joel Saxum: Another ground issue, and I, I’ve, I’ve heard of this one through my insurance connections and stuff like that, is, um, when blades are on the ground, there’s, this is not an abnormal thing. It happens quite regularly that it shouldn’t, but it does. That heavy, strong winds will come through and can blow the blades over when they’re sitting in their chairs, right at the, or they’ll start, yeah, they’ll start fluttering in ways that they’re not designed to flutter. Right? They’re designed to take the gravity loads and take the force loads the way they are up tower when they’re sitting on the ground, it’s a completely different game. So if they’ve been there, if they’ve experienced an extreme weather event or something of that sort, NDT is the only way you’re gonna figure out if something is really wrong with ’em. Jeremy Heinks: Right. And that rolls into handling as well. So shipping, handling at the plant, handling from, you know, in between. Different movements. Uh, like you said, they, they’re designed to be in an environment that’s hung from a turbine and, uh, get those types of, you know, elements and the winds and everything on. That’s not everything we do to when on [00:11:00] the ground. So Allen Hall 2025: turbines, a lot of times, even at the blades are in storage. They get moved around a good bit. And what we’re finding, talking to operators is that a lot of the damage we’re seeing later on in some of these blades. Was most likely due to transportation. So maybe it was on the ship on the way over, or maybe when they got trucked to the, uh, storage site or they got bumped into. It does seem to be a lot more of that. And the lift points seem to be another area where, you know, you know, I think there’s some, uh, need to be taken a deeper look at. Obviously the root bushings are a problem area for almost everybody at the moment, but also further out on the blade. There seems to be. Uh, repeatable damage areas that you see that you wouldn’t be able to detect until you got the blade spin. And, and then you see these cracks develop. But a lot of that can be sussed out on the ground, especially with knowledgeable people. Jeremy Heinks: Yeah. So that’s just another reason for, you know, pre-installation inspection. Um, you know, a lot [00:12:00] of places you’ve got experts moving these things, you know, experts lifting ’em, whatnot. But when they’re in a, they’re on a ship or they’re in a yard. A lot of times the guys that are professionals at moving them aren’t there. So it’s gonna get moved by somebody and they’re not gonna know exactly what they’re doing, even if they’re trying their best to be, make sure they’re following procedure or whatnot. But, um, you never know who’s moving on, who’s, you know, what, what, what kind of skills or the experience they have. Joel Saxum: So, so that brings me into another question here, Jeremy. Right? We’re talking about skills and tools and these kind of things in the industry. When we say NDT, I would like everybody listening to know that when we say NDT, we’re talking about a wide gamut of technologies, of solutions, of products, of, uh, you know, methodologies for inspection here. NDT is just a broad scheme for non-destructive testing. We wanna see inside of something without cutting it, breaking it, whatever we have to do. [00:13:00]So, can you, can you walk us through the approach that kind of CIC will use? So, hey, customer comes to me, we have this issue. Okay. You guys have, I don’t know, 20, 30, 40, 50 different ways of doing things. Um, but how does that conversation usually start? What does that process look like for an operation? Jeremy Heinks: So it, I mean, it all depends on it’s case by case with what kind of issue they’re looking for. But, uh, we recently had our. Our, our lab opened up in, in Ogden, Utah, where we’ve got, um, a lot of in-house technologies now, like robotic ct, uh, laser ultrasound, um, and then urography, all the normal stuff. We typically throw out these things, but deposit focus, but we’re able to do just about anything. A lot of advanced materials, and of course a lot of that came from us servicing the DOD, the defense and the, the aviation, it’s space side of the house. But now that we have them all in one place. If a wind customer has an, let’s say they have, um, a root issue or they have a bottom line issue, or they’ve got, um, you know, or these, uh, carbon fiber [00:14:00] main spars, you know, you’ve got some new types of defects to out of these. Typically what would happen was you cut into these things to see what’s wrong. And of course, we’ve all seen what cutting composites does it, you know, it can be kind of messy and it can damage a defect that’s existing so you don’t have a good look at it. With these technologies we have in house now, especially with the CT part of it, we can do a inspection. We can see everything of a area that is unmolested, right? So we can, let’s say you find something and you’re scanning, let’s say you are an OEM and you’re doing ultrasonic inspection or thermography, and you find something in house, well, you can cut around that, send it to us, we can scan it and get a 3D image, you know, of the full material thickness. Really break that down without having the damage, the defect. Uh, and this is stuff that hasn’t been really gone into on the wind side yet. We do it on aviation and space all the time, um, for defect characterization. And then, you know, we have a really good picture of what’s going on there. [00:15:00] Uh, we characterize defects that way and we can also come up with better inspection solutions that way. Allen Hall 2025: Well, that’s interesting because I’ve seen it in aviation all the time. I assume they were doing it in wind. You have to have a way to understand what the defects are and when you see one, or especially if you don’t understand what is causing it, you just can’t cross section that you want to take a large section out and then scan it. Understand what is likely the source of that problem that’s not being done. And when, too much at the moment, I think it is, but it’s, Jeremy Heinks: it’s finally getting cheap enough that, uh, it’s. It’s an option, right? So it’s, it’s always been kind of expensive, but the equipment has come, is coming down in cost and we have a very unique system in-house. It’s not typical to your normal CT system. So we use, uh, a robotic system, a cobots, so we can, we do very large, very large parts, uh, and, uh, composites of course are typically lower energy. So [00:16:00] it’s, um, pretty much tailored for that type of part. Where other CT systems may, might be tailored to other, other types of parts. Allen Hall 2025: So then you can actually take some significantly large size pieces. Then what’s the, what’s the biggest size part you can take and, and get some data out of? Jeremy Heinks: I mean, again, comes outta the time and money. Uh, right now our largest piece is probably, um. Probably like a 10 foot by six foot section. Allen Hall 2025: Whoa. Jeremy Heinks: I mean, in theory we could do a, we could do a whole wing in theory, you know, um, which could be a, you know, a decent sized blade even. But, uh, that would require specialized bay, um, and some extra tooling. But, uh, right now in-house, yeah, we could do, uh, fairly large sample. Joel Saxum: The first time I ran into you, uh, Jeremy in the wind industry was probably three, four years ago. I think, and you may not even have known this, but it was on an, it was on an RCA case for an insurance company, and they’re like, we, [00:17:00] we did the, our, our initial, where the team I was with at the time, our initial RFI, Hey, we need this data, this data, this data. And they sent, they sent us this just library of stuff and they were like. Can you use this? What is this? And it was all NDT data from, from the issue that we were inspecting. It was like, this is the most amazing batch of data we have ever received on an RCA. Who are these people? Where did this come from? Um, and I think that, that, that was my first, ’cause, you know, from the oil and gas side, NDT, that’s just regular. You’re doing it all offshore platforms, like you’re always doing NDT. It’s just, it’s just an accepted thing. Uh, you know, and the, the, of course the offshore technicians for NDT, the, the rates are a lot different. Um, and so I was like, okay, yeah, we we’re using nd this is when I first was really getting going and win. I was like, oh, great, we’re using NDT and Win. But since then, it’s still, it’s been. Very specialized use, you know, RCAs or like a special repair or something like that. You just don’t see it very widespread. And, and it’s, it’s frustrating because, you know, from, I guess from my past, like you can see the value of this [00:18:00] tool and you see some tertiary kind of things out there where people are doing little NDT with robotics and this and that, but like, it’s like the industry hasn’t grasped onto it. Like, I don’t know if the engineers just don’t, just don’t know that it’s available or know the value of it or why they’re missing it. Because you go back to the idea of, um. You go to your general practitioner or the doctor and say like, okay, yeah, you got your knee hurts. Okay. Yeah. Shake it around a little bit. Like, okay, we’re gonna, we need to prob maybe do surgery here and before we do that, let’s go get an X-ray or a MRI. So we know exactly what we’re supposed to do. When we get in there, we make it efficient. We make bang, bang, bang, clean cut and all, and we’re done. That’s the same thing as like, uh, to me, a really deep lightning repair. You know what I mean? We hear these war stories all the time of people saying like, oh yeah, they quoted us 20,000. And this team quoted us 50,000, and then the $20,000 team, we gave the project to them, they got in there and it ended up being a hundred thousand. Well, if you would’ve spent 15 grand or 10 grand, or five grand or whatever it may be to get some NDT work done on this thing before [00:19:00] you opened it all up, you might know what you were getting into and be more efficient. Come with the right kit, less standby time, the right technicians on the job, all this stuff, just like your surgery on your knee. I mean, have you seen anybody picking up that idea in the wind industry? Jeremy Heinks: Not as, not as much as I’d like. Um, there’s been a coup, there’s some of the OEMs have tried to automate, tried to bring it in. Um, most of ’em do some inspection. Um, and it really is the plant by plant, depending on what kind of support they have. We all know whenever things are times are tight or, uh, or you need to have the cycle time as the most important thing. You know, quality is the first one to get cut. So, you know, that’s, that makes it a tough. A tough sell in a lot of people’s books ’cause we add cycle time and we add costs, uh, at the manufacturer. Um, but, um, you know, the other thing I’ve seen is, you know, when they do try and implement something where, let’s say some automation where they could do this stuff quickly and, [00:20:00] you know, over the mass produced parts that they have, um, you know, they, they go to an automation company that doesn’t know much about NDT. If they do know about NDT, it’s, it’s not wind. NDT. So. Um, you know, the, they would be better off if they would contact, you know, a company like ours or there’s a few of us out there where all we, like a majority of our work is in the wind industry. Um, there’s a, there’s a couple in Europe, there’s a couple over here. Get those guys in first. It doesn’t have to be us. Um, but get somebody with practical Yeah. You know, experience and that practical part is the most important part, and have them help you with a practical approach. To the inspection with automation. I mean, that’s, there’s simple and easy ways to do this that just haven’t been done yet. Allen Hall 2025: Um, Jeremy Heinks: not gonna say it’s gonna be cheap, but it should be, um, usable. It’s not gonna end up on a shelf. Like I always keep telling everybody, all these systems, just they, I’ve seen millions of dollars spent and it just sits on a shelf [00:21:00] collecting dust. Happens all the time. Um, and that’s in the field as well. Uh, we see a lot of really cool robotics sink coming out. A lot of, uh, drone. Interior drone stuff, exterior, drone stuff, uh, and just looking for a practical approach. You know, these guys, a lot of ’em come at it with, um, really good intentions, but, uh, they don’t have the experience needed to, uh, know what they’re gonna run into when they do these, these types of applications and therefore, kind of missed the mark. Allen Hall 2025: Jeremy, I’ve been to a site recently and noticed up on the whiteboard. Blade bolts were their particular issue. And I saw a couple of the blade bolts sitting in the shop there and they had cracks, big cracks and broken blade bolts. And I thought, man, that’s a huge problem. And the number of turbines that were listed was incredible. It’s not technicians and mechanics are out there all day fixing these blade bolts ’cause there’s so many bolts per blade. You just multiply the numbers like wow, they have a huge [00:22:00] problem. The issue is you can’t really tell which Blade Bolt has a crack in it while it’s installed, unless it falls out, and they were having that problem too. How can you attack that problem from an NDT standpoint? Can you suss out what bolts are likely to fail or, or in the process of failing? Jeremy Heinks: Yeah, so in bolt inspection is isn’t new. Um, it’s gonna, sounds kind of new to the wind industry, but uh, oil and gas aviation. We’ve all done, we’ve been doing bolt inspection on those for quite a long time. So even in, uh, on marine with the, you know, sail sailing vessels with the mask bolts. Uh, so, uh, these are things that we can do ultrasonically, um, you know, whether it’s stalled and look for cracks at different, uh, lengths. Um, of course we need a little bit of information about the bolt itself, the material, um, design length, all that stuff. But, uh, no, we can definitely do a, a, uh, inspection. Whether it installed or not installed on the bolts? Uh, you mean it wouldn’t even be a [00:23:00] bad idea to get the bolts inspected before they get used for installation? You know, that could be done with, uh, a few different methods that are pretty quick. Uh, but, uh, the other thing we’re working on, uh, actively is a monitoring system also where, uh, we’ll be able to attach the sensors to the end of the bolt and, uh, it’ll be able to, uh. Monitor the, the health of the individual bolts over time. Allen Hall 2025: Can you see inclusions, or what is the defect that’s causing these bolts to start to crack? Is it something in the casting of the bolts themselves or the machining? Are they overheating them when they’re getting machined or not tempering them correctly? All the Jeremy Heinks: above. So we can definitely see that, um, you know, on new bolts you’ll, you’ll be able to see if there’s manufacturing defects or if there’s material defects, um, that maybe didn’t get caught during manufacturing. Or, um, you know, receiving inspection. Allen Hall 2025: I have one of these bolts that’s like two and a half feet long you can actually see inside and tell me where that defect lies. ’cause you cannot see it on the outside when they’re all [00:24:00] finished. Jeremy Heinks: Right. Typically we use ultrasound, uh, for, uh, quick inspection on that. Um, I mean, if it’s out of the, the turbine, you know, first year x-ray and make particle, that kind of trend, you know, everything gets your to outta, but the ut seems to be pretty, pretty straightforward on those. We’d even signed the cracks that are in the threads if we had the right, um, bit jangle to the, uh, the beam. Allen Hall 2025: Okay. So if you just received a whole truckload of these bolts, which is sort of the quality that you’re coming in right now, you could ut inspect each one of those before you took ’em up tower and, and spent all the money to install ’em and make sure that the manufacturer actually is delivering a proper product. Are Joel Saxum: they doing that at the factory? Why are they not doing that at the factory? Jeremy Heinks: Because Allen Hall 2025: they’re told they’re Jeremy Heinks: good when they get ’em from a supplier. Allen Hall 2025: That seems like a huge, if I’m the attorney at Blade Bulk Company, China Limited, I would want to make sure that I won’t gonna kill somebody because, ’cause those things are falling out and they’re just gonna [00:25:00] lawn daughter it underneath the turbine. Joel Saxum: And a hard hat’s not gonna save you from a bolt coming down. Allen Hall 2025: Well, you could tell by the number of problems that they were having that they had replaced some of these bolts. The new bolts had also had problems. So as a, a sequence of replacements, at some point you have to stop that process. You have to validate the part. You’re putting in the turbine is correct, right? I mean, when you have to do that Jeremy Heinks: on my side, you, you get what you pay for. And if you’re gonna go for cheap, you should probably spend a little bit to make sure what you’re getting is Allen Hall 2025: somewhat decent. So how, what would that entail to check them in the o and m building and say, you got a hundred bolts show up on site. What are we talking about in terms of time to make sure that at least the, the sanity check is being done before you spend the money to install these bolts? I mean, if we put together something, it could be done a few minutes per bolt. Throw me a, throw me a time and a dollar amount. Are we talking about millions of dollars or thousands of dollars for this? Thousands of dollars [00:26:00] Strong. Jeremy Heinks: We could probably get a system together that would be extremely cheap and effective. So I mean, if there’s, if that’s something that needs to exist in the industry, then we can definitely put together something that we can sell. Allen Hall 2025: I think people don’t realize that that is a thing. They don’t know that that’s possible. You can’t go to Amazon and buy a blade, bolt checker that’s not there. You can buy a lot of things on Joel Saxum: Amazon though. Allen Hall 2025: Let me ask you about the thing. I’ve seen the sort of the unscientific blade bolt check. Where they, have you seen this Jeremy, where they hang the bolt on one end and they tap it in the other and it, and it rings right? It makes this kind of a bell noise and they think they can hear if there’s a defect inside of there. Can you hear if there’s an inclusion or some sort of crystalline defect inside this blade bolt by tapping it? That’s, it’s a resonance test and Jeremy Heinks: I, I think you could definitely tell, you can definitely tell if there’s something going on. I think you would have to have a good control though. So if you, you have to have, you’d have to have one bid [00:27:00] vote. To balance against, I would imagine, and someone with good hearing. Yeah, I, it’s tap testing with anything is always subject to so many things. So it’s, uh, it’s better than, Allen Hall 2025: better than nothing probably. But, uh, how much better than nothing? Is it just slightly better or is it like, well you get, at least you’re getting the worst ones out of the lot. Uh, would it even do that? Unless I had it announced to, to try it, um, I would wanna. Say either way, but you see the little tap hammers, I’ve been on site and seen the little tap hammers sitting on guys’ desks that are the, you know, the, uh, calibrated tap test tool to see for DAS, that is not an easy tool to use. And it’s not even right for all the applications because it only, it’ll see something on the surface, but where, what can’t it see? Jeremy Heinks: So there is a regulated. Way to do tap tests. There’s, [00:28:00]it’s, as you have a certified tap test that you have to have, uh, noise levels and the environment have to be at below a certain amount, your, your guy doing, the person doing the test has to have a hearing check annually, and it has to be at a certain level. Um, the tap hammer has to be, is proportional to the thickness of material you’re looking at. ’cause if you’re looking at some, I mean, it’s only good for so, so thick. Like if you’re looking at. 10 millimeters, 15 millimeters fine. But once you get past 20, you’re gonna use a heavy hammer. And I’ve seen hammers in some plants that were probably causing damage, you know, ’cause they were so heavy, like, and they’re just, it was a piece of rebar with a ball bearing welded on the end of it, and they’re just hammering away. And it was so loud in the bay that even when they got lucky, when it crossed the dry glass area, they didn’t hear it. They just kept on rolling. Joel Saxum: Man, I thought, I thought a tap test was literally like a technician with a, with a, like a one euro coin in their hand or something. Just like ding ding [00:29:00] d ding, ding, ding. Like, that’s my tap test. Like you got a quarter. Jeremy Heinks: I have done a lot of tap tests, but it was like on radars where you had like two layers of carbon fiber and it was super thin and you could really hear, it works sometimes, but you just have, it’s got limitations just like any other method of inspection. So, and if people just. Allen Hall 2025: Don’t abide Jeremy Heinks: by Allen Hall 2025: this. If you have a technician roll into the o and m building, listen to Def Leppard on 11, then you’re probably not picking the right guy to do the tap test because it does take a lot of sensitivity to hear these minor changes. It’s not easy. Or the Lake Green, Ozzy Osborne. Yeah, right. If you see a, an Ozzy sticker on the guy’s pickup truck, probably not the right choice for the uh, tap test expert. The funniest thing ever. Jeremy Heinks: On the aviation side, we’ve gone to so many aviation or space group areas that use tap test and it’s always the oldest guy that has the hardest hearing, that’s doing the test every time, every Allen Hall 2025: time [00:30:00] they pass the most stuff. That’s why production doesn’t slow down. You said it, not me. I wanna expand the scope just for a minute. Uh, there’s gonna be a lot of, a lot of sites right now because of the changes in the IRA bill that are not going to be able to. Uh, get their next round of production tax credits and reapply because they’re gonna miss this window, right? So you have blades that are seven and eight years old, or turbines eight, seven, or eight years old. You’re not gonna be in that window of opportunity pretty much depending on what happens with the treasury rules. That thing is like it’s going to force operators into taking a deeper look at the health status of their turbines, maybe more than they have in the past to know, am I good for another 10 years, or if I do a little bit of preemptive maintenance on my existing fleet, can I get ’em 10 years, maybe 15 years? That’s the look I think that everybody’s trying to evaluate right now, and I think the [00:31:00] key to all of that is to actually have some NDT data. To actually look inside and to see, do I have a blade root issue that’s still early, that it’s gonna pop up at year 12? Do I have a cracking issue that I need to go take a look at? How does that factor into the planning over the next year, 18 months? For me, it was a little eyeopening when we went Jeremy Heinks: down that and visited our friends in Australia, and that’s kind of how they live, right? With their, their wind farms. They, they have to make ’em last. And it was, it was eye-opening and I, I just had a conversation with one last week. One of the people we met down there and they were looking into, uh, main bearings, a pitch bearing, and they’re cracking, right? So these are things that can be inspected with ultrasound or other things, and we can find these cracks internally. Like this is stuff that we don’t get to see much in the US or, or, you know, markets like ours because they get replaced, right? Everything gets just, we have a throwaway attitude when it comes to blades because of, you know, repowering and other things. Um, [00:32:00] where. Places like Australia or like in the islands where we’ve got a customer, that’s not how they look at it. These things have to last 30 years, you know, or longer, you know. So, uh, inspection and preventive maintenance is, is is, uh, the way to look, way to go. It. I mean, again, oil and gas, the stuff they have has to last a long damn time. A lot. You know, they do preventative maintenance. They have repair schedules or replacement schedules, all this stuff. And maybe we gotta start looking at that stuff a little more smartly on our side. Um, and, uh, budget for more inspection on these things that we know will go bad over time. And it’s not necessarily just the blade, but other parts of the turbine as well. You know, we’ve got a a yup. Bearing we’re looking at too. And that’s, that’s a pretty large. Part you have a crack in it, but Joel Saxum: ha bearing. Jeremy Heinks: Yeah. So these are things that didn’t crack. So we’re looking at, uh, with different inspection methods as well. [00:33:00] So, Allen Hall 2025: so do you think the roles of reversing that the Australian European methodology to keep turbines up and running is going to be applied to the states, and how is that going to transfer that knowledge transfer gonna work because it. The staffs in. A lot of us operators are set up for that 10 year period. Like they, they don’t really think about year 11 anymore. They haven’t for a number of years. How do they get spooled up on that and what resources are they going to need to get to year 15 and 20? If I was them, I would be reaching out to Jeremy Heinks: our partners in Australia or Europe and ask those questions. And a lot of these comp, a lot of these large energy companies are not just us. They’re. Multiple, you know, areas of the world that they, they brought in. So they have, they should have the knowledge and the leverage in house. They’re just gonna have to connect those people or, you know, people, people, people like you guys are gonna be able to, you know, bring that knowledge and connect those people. ’cause I mean, you guys are great at connecting people for [00:34:00] sure. Joel Saxum: That’s what we, we try to say that to everybody though, too. Every time we go to, like, Hamburg is next year, right? The, the Hamburg is to me is the best wind show in the world. Hamburgers next year. Wind Europe is coming up. Like if you’re a US operator, if you, if you’re, you name it, one of the big conglomerates that has people on both sides of the pond. Yeah. Connect up internally. Come on. Get your act together. But the other side of it is, is there’s a lot of people here that aren’t, they just don’t know. You know, there’s a lot of operators that are very large here. They don’t have anything else anywhere else. Go to Hamburg, go to Wind Europe, go, go over there, just go to the conference, see the technology, see the innovations, talk to the people, have some conversations because it will be eye-opening and you know, and, and there is another one too that I think is a very important, um, there’s some ISPs that go across the pond, back and forth, and some of these good ISPs have a lot of really good knowledge about what goes on back and forth because there’s a different operating model over there as well. There’s a lot of the. Financial asset owners that [00:35:00] just have the plants and they entrust someone later on in life to manage it for ’em. Where these ISPs have 20 vestas engineers and 20 Siemens engineers and 20 SGRE engineer or you know, all these people there. So there’s, there is a way to get this information back and forth, but you’re a hundred percent correct here in this conversation. I guess the, all the three of us here. We’re staring at, uh, a cliff that we need to figure out how to get wings on before we, we don’t want it to be like the red, the red Bull thing, where every, just into the water. We don’t wanna do that. We wanna fly up the cliff. Jeremy Heinks: But we’ve seen, we’ve seen this too, at some of the, the o and m focused, you know, show or conferences or gatherings. The ISPs aren’t, aren’t brought in ’cause they’re scared. It turns into a sales pitch. Um, but again, I like the one we had in Australia last year. That was great. It was, hey. This isn’t a sales pitch, just tell ’em. I mean, most of us know, I mean, I, I’m gonna be up there speaking. I’m not, I don’t have to do a sales pitch. If I, if what I’m saying is valuable to somebody, they’re gonna come find me, [00:36:00] which is what happened after that. You know, people reach out, you know that they’re gonna be like, oh, that I have that issue. I’m gonna go talk to this guy. You don’t have to do a sales pitch, just say, Hey, this is what we, what we found. These are the things we ran into as we do these things. And just keep it about the, uh, about the, about the problems. That we’re facing? Allen Hall 2025: Well, yeah, that’s gonna be the key for the next couple of years, just because a lot of the engineers and staff on the United States, uh, have not been to a lot of conferences and talk to technical people because they haven’t needed to. It’s more of, Hey, I need to keep the blade running a couple more months and then we’re gonna move on to the next project. We got a Repowering project going on. It’s been in that sort of build mode for a number of years, and that whole. Logistics, uh, internal workflow is going to change where they need to be bringing outside resources in to help them understand what they’re missing or what key components do they have over in Denmark or Germany or France that we don’t have on staff at the minute, and why do [00:37:00] they have it? One of those is going to be NDT and a lot of it, I think just because of the age of the turbines and the. I would say the era in which they were built, it’s gonna lead themselves into more inspection. That’s, I think, an avenue for C-I-C-N-D-T to explore, obviously. But I think the key is to get the engineers and the sort of the maintenance staff out into the world again, and to come to some of these conferences. Like j when Jeremy speaks, you should be there listening because he’s gonna give you all the answers in about 30 minutes of what you need to go do. That’s the key. Right? Jeremy Heinks: Right, right. And I mean, not just myself, but anybody in a position where you’ve got knowledge and experience that would benefit the whole industry, um, you know, certain volunteering, get, get out there and uh, and pass the, you know, pass the word out. You know, it’s like, you know, we had this thing in the NDT industry where. A certain generation of the, the older guys that had all this experience, all our senior level threes, you know, back then it was, you [00:38:00] wanted to hold everything in because that was your key, that was your ticket to getting a payday. Right. But ended up is when those feasible people all retired or, or worse. Um, then though that knowledge got passed down and uh, it was all kept up. And you look at, look at the aviation industry, the fumbles they’ve had lately with quality. And that’s because of that. ’cause they don’t talk to each other, none of that. They, they this year, all these problems they’re having right now in aviation stuff that they took care of in the fifties, right. And they just forgot. So now we get, have a chance to try and not do that in the wind industry. Um, you know, if you’re an expert in something, get out there. And, I mean, it’s tough. Like I don’t like talking in front of big crowds or anything, but. It’s, uh, once you get rolling and people get engaged and with guys like you to help out, you know, it’s, it’s not a bad type. Just set the ball in the tee and let you take a whack at it. But you could be in the difference between somebody having a whole farm, uh, a wind farm, go, go down, or they have a, like we’ve come across people that have had [00:39:00] blades or turbines offline for weeks, if not months, because they have an issue they don’t know they can do anything about. And then they bring us in and like, Hey, we did the inspection. This is repairable. Or we did the inspection. You should just get rid of this blade or, or whatever. It’s just they’ve been paralyzed and that, I don’t think that’s, you know, something that needs to happen Allen Hall 2025: either. Well, they shouldn’t be paralyzed. They should be calling C-I-C-N-D-T or going to the website, cic ndt.com. Get ahold of Jeremy, get ahold of the staff because they have a, a tremendous amount of knowledge about blades, about how to inspect them and how to keep the turbines running. Quickly, yes, it costs a little bit of money, but it’s well worth it when you have these turbines down for months on end, and I’ve seen that this year. It’s insane. They should have called. C-I-C-N-D-T and gotten their turbines back up and running. Jeremy, how can people reach you directly? Can they get ahold of you on LinkedIn? Jeremy Heinks: Yeah, get on uh LinkedIn and just search Jeremy Hikes or you can go to our website, uh, ct.com and [00:40:00] we’ve Allen Hall 2025: got links to uh, get ahold of us there and go to some of the wind conferences because Jeremy’s gonna be there laying down the knowledge on NDT and you won’t want to miss it. So, Jeremy, thank you so much for being on the podcast. We love having you. Thanks for having me.

Allen, Joel, and Rosemary break down the Trump administration’s sudden halt of five major offshore wind projects, including Coastal Virginia Offshore Wind and parts of Vineyard Wind, over national security claims the hosts find questionable. They also cover the FCC’s ban on new DJI drone imports and what operators should do now, plus Fraunhofer’s latest wind research featured in PES Wind Magazine. 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! The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts, Alan Hall, Rosemary Barnes, Joel Saxon, and Yolanda Padron. Welcome to the Uptime Wind Energy Allen Hall: Podcast. I’m your host, Alan Hall, and I’m here with. Rosemary Barnes in Australia and Joel Saxon is down in Austin, Texas. Yolanda Padron is on holiday, and well, there’s been a lot happening in the past 24 hours as we’re recording this today. If you thought the battle over offshore wind was over based on some recent court cases, well think again. The Trump administration just dropped the hammer on five major offshore wind projects. Exciting. National security concerns. The Secretary of the Interior, Doug Bergham announced. The immediate pause affecting projects from Ted Eor, CIP and Dominion Energy. So Coastal [00:01:00] Virginia, offshore wind down in Virginia, right? Which is the one we thought was never gonna be touched. Uh, the Department of War claims classified reports show these giant turbines create radar interference that could blind America’s defenses. Half of vineyard winds, turbines are already up and running, producing power, by the way. Uh, and. I guess they, it sounds like from what I can see in more recent news articles that they turn the power off. They just shut the turbines off even though those turbines are fully functioning and delivering power to shore. Uh, so now the question is what happens? Where does this go? And I know Osted is royally upset about it, and Eor obviously along with them, why not? But the whole Denmark us, uh, relationship is going nuclear right now. Joel Saxum: I think here’s a, here’s a technical thing that a lot of people might not know. If you’re in the wind industry in the United States, you may know this. There’s a a few sites in the northern corner of Colorado that are right next to Nebraska, [00:02:00] and that is where there is a strategic military installations of subsurface, basically rocket launches and. And in that entire area, there is heavy radar presence to be able to make sure that we’re watching over these things and there are turbines hundreds of meters away from these launch sites at like, I’ve driven past them. Right? So that is a te to me, the, the radar argument is a technical mute point. Um, Alan, you and I have been kind of back and forth in Slack. Uh, you and I and the team here, Rosemary’s been in it too, like just kind of talking through. Of course none of us were happy. Right. But talking through some of the points of, of some of these things and it’s just like basically you can debunk almost every one of them and you get down to the level where it is a, what is the real reasoning here? It’s a tit for tat. Like someone doesn’t like offshore wind turbines. Is it a political, uh, move towards being able to strengthen other interests and energy or what? I don’t know. ’cause I can’t, I’m not sitting in the Oval Office, but. [00:03:00] At the end of the day, we need these electrons. And what you’re doing is, is, is you’re hindering national security or because national security is energy security is national security, my opinion, and a lot of people’s opinions, you’re hindering that going forward. Allen Hall: Well, let’s look at the defense argument at the minute, which is it’s, it’s somehow deterring, reducing the effectiveness of ground radars, protecting the shoreline. That is a bogus argument. There’s all kinds of objects out on the water right now. There’s a ton of ships out there. They’re constantly moving around. To know where a fixed object is out in the water is easy, easy, and it has been talked about for more than 15 years. If you go back and pull the information that exists on the internet today from the Department of Defense at the time, plus Department of Interior and everybody else, they’ve been looking at this forever. The only way these turbines get placed where they are is with approval from the Department of Defense. So it isn’t like it didn’t go through a review. It totally did. They’ve known about this for a long, long time. So now to bring up this [00:04:00] specious argument, like, well, all of a sudden the radar is a problem. No, no. It’s not anybody’s telling you it’s a classified. Piece of information that is also gonna be a bogus argument because what is going along with that are these arguments as well, the Defense Department or Department of War says it’s gonna cause interference or, or some degradation of some sort of national defense. Then the words used after it have nothing to do with that. It is, the turbines are ugly, the turbines are too tall. It may interfere, interfere with the whales, it may interfere with fishing, and I don’t like it. Or a, a gas pipeline could produce more power than the turbines can. That that has nothing to do with the core argument. If the core argument is, is some sort of defense related. Security issue, then say it because it, it can’t be that complicated. Now, if you, if you knew anything about the defense department and how it operates, and also the defenses around the United States, of which I know a little bit about, [00:05:00] having been in aerospace for 30 freaking years, I can tell you that there are all kinds of ways to detect all kinds of threats that are approaching our shoreline. Putting a wind turbine out there is not Joel Saxum: gonna stop it. So the, at the end of the day, there is a bunch, there’s like, there’s single, I call them metric and intrinsic, right? Metric being like, I can put data to this. There’s a point here, there’s numbers, whatever it may be. And intrinsic being, I don’t like them, they don’t look that good. A pipeline can supply more energy. Those things are not necessarily set in stone. They’re not black and white. They’re, they’re getting this gray emotional area instead of practical. Right. So, okay. What, what’s the outcome here? You do this, you say that we have radar issues. Do we do, does, does the offshore substation have a radar station on it for the military or, or what does that, what does that look like? Allen Hall: Maybe it does, maybe it doesn’t, but if the threat is what I think it is, none of this matters. None of this matters. It’s already been discussed a hundred times with the defense [00:06:00] department and everybody else is knowledgeable in this, in this space. There is no way that they started planted turbines and approve them two, three years ago. If it was a national security risk, there is no chance that that happened. So it really is frustrating when you, when you know some of the things that go on behind the scenes and you know what, the technical rationales could be about a problem. And that’s not what’s being talked about right now that I don’t like being lied to. Like, if you want to have a, a political argument, have a political argument, and the, if the political argument is America wants Greenland from Denmark, then just freaking say it. Just say it. Don’t tie Massachusetts, New York, Connecticut, new J, all, all these states up until this nonsense, Virginia, what are we doing? What are we doing? Because all those states approved all those projects knowing full well what the costs were, knowing how tall the turbines were, knowing how long it was gonna take to get it done, and they all approved them. This [00:07:00] is not done in a vacuum. These states approve these projects and these states are going to buy that power. Let them, you wanna put in a a, a big gas pipeline. Great. How many years is that gonna take, Doug? How many years is that gonna take? Doug Bergham? Does anybody know? He, he doesn’t know anything about that. Joel Saxum: You’re not getting a gas pipeline into the east coast anytime soon whatsoever. Because the, the east, the east coast is a home of Nimbyism. Allen Hall: Sure, sir. Like Massachusetts. It’s pretty much prohibited new gas pipelines for a long time. Okay. That’s their choice. That is their choice. They made that choice. Let them live with it. Why are you then trying to, to double dip? I don’t get it. I don’t get it. And, but I do think, Joel, I think the reason. This is getting to the level it is. It has to do something to do with Greenland. It has something to do with the Danish, um, uh, ambassador or whoever it was running to talk to, to California and Newsom about offshore tournaments. Like that was not a smart move, my opinion, but [00:08:00] I don’t run international relations with for Denmark. But stop poking one another and somebody’s gotta cut this off. The, the thing I think that the Trump administration is at risk at is that. Or instead, Ecuador has plenty of cash. They’re gonna go to court, and they are most likely going to win, and they’re going to really handcuff the Trump administration to do anything because when you throw bull crap in front of a judge and they smell it, the the pushback gets really strong. Well, they’re gonna force all the discussion about anything to do with offshore to go through a judge, and they’re gonna decide, and I don’t think that’s what the Trump administration wants, but that’s where they’re headed. I’m not sure why Joel Saxum: you’d wanna do that. Like at the end of the day, that may be the solution that has to come, but I don’t think that that’s not the right path either. Right? Because a judge is not an SME. A judge doesn’t know all of the, does the, you know, like a, a judge is a judge based on laws. They don’t, they’re, they’re not an offshore wind energy expert, so they sh that’s hard for them to [00:09:00] decide on. However, that’s where it will go. But I think you’re correct. Like this, this is more, this is a larger play and, and this mor so this morning when this rolled out, my WhatsApp, uh, and text messages just blew up from all of my. Danish friends, what is going on over there? I’m like, I don’t know what you want me to say. I’m not in the hopeful office. I can’t tell you what’s going on. I’m not having coffee in DC right now. I said, you know, but going back to it, like you can see the frustration, like, what, why, why is this the thing? And I think you’re right though, Alan, it is a large, there’s a larger political play in, in movement here of this Greenland, Denmark, these kind of things. And it’s a, it’s. It’s sad to see it ’cause it just gets caught. We’re getting caught in the crossfire as a wind industry. Yeah. It’s Allen Hall: not helping anybody. And when you set precedents like this, the other side takes note, right? So Democrats, when they eventually get back into the White House again, which will happen at some point, are gonna swing the pendulum just as hard and harder. So what are you [00:10:00] doing? None of, none of this matters in, in my opinion, especially if you, if you read Twitter today, you’re like, what the hell? All the things that are happening right now. RFK Jr had a post a few hours ago talking about, oh, this is great. We’re gonna shut off this off shore wind thing because it kills the whales. Sorry, it doesn’t. Sorry. It doesn’t, if you want, if you wanna make an argument about it, you have to do better than that. A Twitter post doesn’t make it fact, and everybody who’s listened to this and paying attention, I don’t want you to do your own research, but just know that you got a couple of engineers here, that that’s what we do for a living. We source through information, making sure that it makes sense. Does it align? Is it right? Is it wrong? Is, is there something to back it up with? And the information that we have here says. It is. It’s not hurting anything out there. You may not like them, but you know what? You don’t want a coal factor in your backyard either. Delamination and bottomline failures and blades are difficult problems to detect [00:11:00] 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. Joel Saxum: When it comes down to sorting through data, I think that’s a big problem. Right? And that’s what’s happening with a lot of the, I mean, generalizing, a lot of the things that are happening in the United States in the last 10 years give it. Um, but people just go, oh, this person said this. They must be an authority. Like, no, it’s not true. We’ve been following [00:12:00] a lot of these things with offshore wind. I mean, probably closer than most. Uh, besides the companies that are developing those wind farms, simply because it’s a part of our day job, it’s what we do. We’re, we’re, we’re looking at these things, right? So. Understanding the risks, uh, rewards, the political side of things. The commercial side. The technical side. That’s what we’re here to kind of feed, feed the information back to the masses. And a lot of this, or the majority of all of this is bs. It doesn’t really, it doesn’t, it doesn’t play. Um, and then you go a little bit deeper into things and. Like the, was it the new Bedford Light, Alan, that said like, now they’re seeing that the turbines have actually been turned off, not just to stop work for construction. They’ve turned the turbines off up in Massachusetts or up off of in the northeast area? No, that they have. Allen Hall: And why? I mean, the error on the side of caution, I think if you’re an attorney for any of the wind operations, they’re gonna tell you to shut it off for a couple of days and see what we can figure out. But the, the timing of the [00:13:00] shutdown I think is a little unique in that the US is pretty much closed at this point. You’re not gonna see anything start back up for another couple of weeks, although they were doing work on the water. So you can impose a couple hundred million. Do, well, not a hundred million dollars, but maybe a couple million dollars of, of overhead costs in some of these projects because you can’t respond quick enough. You gotta find a judge willing to put a stay in to hold things the same and, and hold off this, uh, this, uh, b order, but. To me, you know, it’s one of those things when you deal with the federal government, you think the federal government is erratic in just this one area? No, it’s erratic in a lot of areas. And the frustration comes with do you want America to be stronger or do you want nonsense to go on? You know? And if I thought, if that thought wind turbines were killing whales, I’d be the first one up to screaming. If I thought offshore wind was not gonna work out in term, in some long-term model, I would be the first one screaming about it. That’s not Joel Saxum: reality. [00:14:00] Caveat that though you said, you’re saying if I thought, I think the, the real word should be if I did the research, the math and understood that this is the way it was gonna be. Right? Because that’s, that’s what you need to do. And that’s what we’ve been doing, is looking at it and the, the, all the data points to we’re good here. If someone wanted to do harm Allen Hall: to the United States, and God forbid if that was ever the case. That wouldn’t be the way to do it. Okay. And we, and we’ve seen that through history, right. So it, it’s, it doesn’t even make any sense. The problem is, is that they can shield a judge from looking at it somewhat. If they classify well, the judge isn’t able to see what this classified information is. In today’s world, AI and everything on the internet, you don’t think somebody knows something about this? I do. And to think that you couldn’t make any sort of software patch to. Fix whatever 1965 radar system they have sitting on the shorelines of Massachusetts. They could, in today’s world, you can do that. So this whole thing, it [00:15:00] just sounds like a smoke screen and when you start poking around it, no one has an answer. That is the frustrating bit. If you’re gonna be seeing stuff, you better have backup data. But the Joel Saxum: crazy thing here, like look at the, the, the non wind side of this argument, like you’re hurting job growth. Everybody that goes into a, uh. Into office. One of the biggest things they run on all the time, it doesn’t matter, matter where you are in the world, is I’m gonna bring jobs and prosperity to the people. Okay. How many jobs have just been stopped? How many people have just been sent home? How much money’s being lost here? And who’s one of the biggest companies installing these turbines in the states? Fricking ge like so. You’re, you’re hurting your own local people. And not only is this, you stand there and say, we’re doing all this stuff. We’re getting all this wind energy. We’re gonna do all these things and we’re gonna win the AI race. To the point where you’ve passed legislation or you’ve written, uh, uh, executive order that says, Hey, individual states, if you pass legislation [00:16:00] that slows or halts AI development in your state, the federal government can sue you. But you’re doing the same thing. You’re halting and slowing down the ability for AI and data centers to power themselves at unprecedented growth. We’re at here, 2, 3, 4, 5% depending on what, what iso you ask of, of electron need, and we’re the fastest way you could put electrons to the grid. Right now in the United States, it’s. Either one of those offshore wind farms is being built today, or one of the other offs, onshore wind farms or onshore solar facilities that are being built right now today. Those are the fastest ways to help the United States win the AI race, which is something that Trump has loud, left and right and center, but you’re actively like just hitting people in the shins with a baseball bat to to slow down. Energy growth. I, I just, it, it doesn’t make any logical sense. Allen Hall: And Rosemary just chime in here. We’ve had enough from the Americans complaining about it. Rosemary Barnes: Yeah. I mean, it’s hard for me to comment in too much detail about all of the [00:17:00] American security stuff. I mean, defense isn’t, isn’t one of my special interests and especially not American defense, but. When I talk about this issue with other Australians, it’s just sovereign risk is the, the issue. I mean, it was, it’s similar with the tariffs. It’s just like how, and it’s not just for like foreign companies that might want to invest in America. American companies are affected just, uh, as equally, but like you might be anti wind and fine. Um, but I don’t know how any. Company of any technology can have confidence to embark on a multi-year, um, project. Now, because you don’t know, like this government hates wind energy, but the next one could hate ai or the next one could hate solar panels, electric cars, or you know, just, just anything. And so like you just can’t. You just can’t trust, um, that your plans are gonna be able to be fulfilled even if you’ve got contracts, even if you’ve got [00:18:00] approvals, even if you are most of the way through building something, it’s not enough to feel safe anymore. And it’s just absolutely wild. That’s, and yeah, I was actually discussing with someone yesterday. How, and bearing in mind I don’t really understand American politics that deeply, but I’m gonna assume that Republicans are generally associated with being business friendly. So there must be so many long-term Republican donors who have businesses that have been harmed by all of these kinds of changes. And I just don’t understand how everyone is still behind this type of behavior. That’s what, that’s what I struggle to understand. Joel Saxum: This is the problem at the higher levels in. In DC their businesses are, are oil and gas based though. That’s the thing, the high, the high power conservative party side of things in the United States politics. The, the lobby money and the real money and the like, like think like the Dick Cheney era. Right. That was all Weatherford, right? It’s all oil and gas. Rosemary Barnes: So it’s not like anybody [00:19:00] cares about the, you know, I don’t know, like there’d be steel fabricators who have been massively affected by this. Right? Like that’s a good, a good traditional American business. Right. But are you saying it’s not big enough business that anyone would care that, that they’ve been screwed over? Joel Saxum: Not anymore Allen Hall: because all that’s being outsourced. The, the other argument, which Rosemary you touched upon is, is the one I’m seeing more recently on all kinds of social medias. It’s a bunch of foreign companies putting in these wind turbines. Well, who the hell Joel Saxum: is drilling your oil baby? This is something that I’ve always said. When you go go to Houston, Texas, the energy capital of the world, every one of those big companies, none of ’em are run by a Texan. They are all run by someone from overseas. Every one of ’em. Allen Hall: You, you think that, uh, you know, the Saudis are all, you know, great moral people. What the hell are you talking about? Are you starting to compare countries now? Because you really don’t wanna do that. If you wanna do that into the traditional energy marketplace, you’re, you’re gonna have [00:20:00] a lot of problems sleeping at night. You will, I would much rather trust a dane to put in a wind turbine or a German to put in a wind turbine than some of the people that are in, involved in oil and gas. Straight up. Straight up. Right. And we’ve known that for years. And we, we, we just play along, look. The fact of the matter is if you want to have electrons delivered quickly to the United States, you’re gonna have to do something, and that will be wind and solar because it is the fastest, cheapest way to get this stuff done. If you wanna try to plant some sort of gas pipeline from Louisiana up to Massachusetts or whatever the hell you wanna do, good luck. You know how many years you’re talking about here. In the meantime, all those people you, you think you care about are gonna be sitting there. With really high electricity rates and gas, gas, uh, rates, it’s just not gonna end well. Speaker 5: Australia’s wind farms are growing fast, but are your operations keeping up? Join us February 17th and [00:21:00] 18th at Melbourne’s Poolman on the park for Wind energy o and M Australia 2026, where you’ll connect with the experts solving real problems in maintenance asset management. And OEM relations. Walk away with practical strategies to cut costs and boost uptime that you can use the moment you’re back on site. Register now at W OM a 2020 six.com. Wind Energy o and m Australia is created by wind professionals for wind professionals because this industry needs solutions. Not speeches if Allen Hall: you don’t have enough on your plate already. Uh, the FCC has panned the import and sale of all new drone models from Chinese manufacturers, including the most popular of all in America, DJI, uh, and they clo. They currently hold about 70% of the global marketplace, the ban as DGI and Autel Robotics to the quote unquote covered list of entities deemed [00:22:00] a national security risk. Now here’s the catch. Existing models that are already approved for sale can still be purchased. So you can walk down to your local, uh, drone store and buy A DJI drone. And the ones you already own are totally fine, but the next generation. Not happening. They’re not gonna let ’em into the United States. So the wind industry heavily relies on drones. And, and Joel, you and I have seen a number of DJI, sort of handheld drones that are used on sites as sort of a quick check of the health of a, or status of a blade. Uh, you, you, I guess you will still be able to do that if you have an older dj. I. But if you try to buy a new one, good luck. Not gonna happen. Joel Saxum: Yeah. I think the most popular drone right now in the field, of course two of ’em, I would, I would say this, it’s like the Mavic type, you know, the little tiny one that like a site supervisor or a technician may have, they have their part 1 0 7 license. They can fly up and look at stuff. Uh, and then the [00:23:00] other one is gonna be the more industrial side. That’s gonna be the DJ IM 300. And that’s the one where a lot of these platforms, the perceptual robotics and some of the others have. That’s their base because the M 300 has, if you’re not in the, the development world, it has what’s called a pretty accessible SDK, which software development kit. So they’re designed to be able to add your sensors, put your software, and they’re fly ’em the way you want to. So they’re kind of like purpose built to be industrial drones. So if you have an M 300 or you’re using them now, what this I understand is you’re gonna still be able to do that, but when it comes time for next gen stuff, you’re not gonna be able to go buy the M 400. And import that. Like once it’s you’re here, you’re done. So I guess the way I would look at it is if I was an operator and that was part of our mo, or I was using a drone inspection provider, that that’s what comes on site. I would give people a plan. I would say basic to hedge your risk. I would say [00:24:00]basically like, Hey, if you’re my drone operator and I’m giving you a year to find a new solution. Um, that integrates into your workflows to get this thing outta here simply because I can’t be at risk that one day you show up, this thing crashes and I can’t get another one. A lot of companies are already like, they’re set and ready to go. Like all the new Skys specs, the Skys specs, foresight, drone, it’s all compliant, right? It’s USA made USA approved. Good to go. I think the new Arons drone is USA compliant. Good to go. Like, no, no issues there. So. Um, I think that some of the major players in the inspection world have already made their moves, um, to be able to be good USA compliant. Um, so just make sure you ask. I guess that’s, that. Our advice to operators here. Make sure you ask, make sure you’re on top of this one so you just don’t get caught with your pants down. Allen Hall: Yeah, I know there’s a lot of little drones in the back of pickup trucks around wind farms and you probably ought to check, talk to the guys about what’s going on to make sure that they’re all compliant. [00:25:00] In this quarter’s, PES Win magazine, which you can download for [email protected]. There is an article by Fran Hoffer, and they’re in Germany. If you don’t know who Fran Hoffer is, they’re sort of a research institution that is heavily involved in wind and fixing some of the problems, tackling some of the more complex, uh, issues that exist in blade repair. Turbine Repair Turbine Lifetime. And the article has a number of the highlights that they’ve been working on for the last several years, and you should really check this out, but looking at the accomplishments, Joel, it’s like, wow, fraud offer has been doing a lot behind the scenes and some of these technologies are, are really gonna be helpful in the near future. Joel Saxum: Yeah. Think of Frown Hoffer of your our US com compadres listening. Think of frown Hoffer as and NRE L, but. Not as connected to the federal government. Right. So, but, but more connected to [00:26:00] industry, I would say. So they’re solving industry problems directly. Right. Some of the people that they get funding research from is the OEMs, it’s other trade organizations within the group. They’re also going, they’re getting some support from the German federal government and the state governments. But also competitive research grants, so some EU DPR type stuff, um, and then some funding from private foundations and donors. But when you look at Frow, offerer, it’s a different project every time you talk to ’em. But, and what I like to see is the fact that these projects that they’re doing. Are actually solving real world problems. I, I, I, Alan and I talk about this regularly on the podcast is we have an issue with government funding or supportive funding or even grant funding or competitive funding going to in universities, institutions, well, whoever it may be, to develop stuff that’s either like already developed, doesn’t really have a commercial use, like, doesn’t forward the industry. But Frow Hoffer’s projects are right. So like one of the, they, they have [00:27:00] like the large bearing laboratory, so they’re test, they’ve tested over 500 pitch bearings over in Hamburg. They’re developing a handheld cure monitoring device that can basically tell you when resin has cured it, send you an email like you said, Alan, in case you’re like taking a nap on the ropes or something. Um, but you know, and they’re working on problems that are plaguing the industry, like, uh, up working on up towel repairs for carbon fiber, spar caps. Huge issue in the industry. Wildly expensive issue. Normally RA blade’s being taken down to the ground to fix these now. So they’re working on some UPT tile repairs for that. So they’re doing stuff that really is forwarding the industry and I love to see that. Allen Hall: Yeah. It’s one of the resources that. We in the United States don’t really take advantage of all the time. And yeah, and there’s a lot of the issues that we see around the world that if you were able to call f Hoffer, you should think about calling them, uh, and get their opinion on it. They probably have a solution or have heard of the problem before and can direct you to, uh, uh, a reasonable outcome. [00:28:00] That’s what these organizations are for. There’s a couple of ’em around the world. DTU being another one, frow Hoffer, obviously, uh, being another powerhouse there. That’s how the industry moves forward. It, it doesn’t move forward when all of us are struggling to get through these things. We need to have a couple of focal points in the industry that can spend some research time on problems that matter. And, and Joel, I, I think that’s really the key here. Like you mentioned it, just focusing on problems that we are having today and get through them so we can make the industry. Just a little bit better. So you should check out PES WIN Magazine. You can read this article and a number of other great articles. Go to ps win.com and download your articles today. That wraps up another episode of the Uptime Wind Energy Podcast. Thanks for joining us and we appreciate all the feedback and support we receive from the wind industry. If today’s discussion sparked any question or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and please don’t forget to subscribe so you [00:29:00] never miss an episode For Joel, Rosemary and Yolanda, I’m a hall. We’ll catch you next week on the Uptime Wind Energy Podcast.

Allen delivers the 2025 state of the wind industry. For the first time, wind and solar produced more electricity than coal worldwide. The US added 36% more wind capacity than last year, Australia’s market hit $2 billion, and China extended its 25-year streak of double-digit growth. But 2025 also brought challenges: the Trump administration froze offshore wind projects, Britain paid billions to curtail turbines, and global wind growth hit its lowest rate in two decades. 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! Allen Hall: 2025, the year the wind industry will never forget. Let me tell you about a year of records and reversals of triumphs and a bunch of turbulence. First, the good news. Renewable energy has done something historic for the first time ever. Wind and solar produce more electricity than coal worldwide. The energy think tank embers as global electricity. Demand grew 2.6% in the first half of the year. Solar generation jumped by 31%, wind rose nearly 8%. Together they covered 83% of all new demand. Coal share of global electricity fell to 33.1%. Renewables rose to 34.3. A [00:01:00]pivotal moment they called it. And in the United States, turbines kept turning wood. McKinsey and the American Clean Power Association report America will add more than seven gigawatts of wind this year. That is 36% more than last year in the five year outlook. 46 gigawatts of new capacity through 2029. Even Arkansas by its first utility scale wind project online through Cordio crossover Wind, the powering market remains strong. 18 projects will drive 2.5 gigawatts of capacity additions over the next three years. And down under the story is equally bright. Australia’s wind energy market reached $2 billion in 2024 by. 2033 is expected to reach $6.7 billion a growth rate of nearly 15% per year. In July, Australian regulators streamlined permitting for wind farms, and in September remote mining operations signed [00:02:00] long-term wind power agreements while the world was building. China was dominating when power output in China is on track for more than 10% growth for the 25th year in a row. That’s right, 25 years in a row. China now accounts for more than 41% of all global wind power production a record. And China’s wind component exports up more than 20%. This year, over $4 billion shipped mainly to Europe and Asia, but 2025 was not smooth sailing, as we all know. In fact, global wind generation is on track for its smallest growth rate in more than 20 years. Four straight months of year over year. Declines in Europe, five months of declines in North America and even Asia registered rare drops in September and October. The policy wind shifted too in the United States. The Trump administration froze offshore wind project work in the Atlantic. The interior [00:03:00] Department directed five large scale projects off the East Coast to suspend activities for at least 90 days. The Bureau of Ocean Energy Management cited classified national security information. That’s right. Classified information. Sure. Kirk Lippold, the former commander of the USS Coal. Ask the question on everyone’s mind. What has changed in the threat environment? Through his knowledge, nothing. Democratic. Governors of Connecticut, Rhode Island, Massachusetts, and New York issued a joint statement. They called the pause, a lump of dirty coal for the holiday season, for American workers, for consumers, for investors. Meanwhile, in Britain, another kind of problem emerged the cost of turning off wind farms when the grid cannot cope, hit 1.5 billion pounds. This year, octopus Energy, Britain’s biggest household supplier is tracking it payments to Wind farms to switch off 380 [00:04:00]million pounds. The cost of replacing that wasted power with. Gas 1.08 billion pounds. Sam Richards of Britain remade called it a catastrophic failure of the energy system. Households are paying the price. He said, we are throwing away British generated electricity and firing up expensive gas plants instead. In Europe, the string of dismal wind power auctions also continued some in Germany and Denmark received no bids at all. Key developers pushed for faster permitting and better auction terms. Orsted and Vestas led the charge. And in Japan soaring cost estimates cause Mitsubishi to pull out of three offshore projects. Projects that were slated to start operations by 2030. Gone. The Danish shore Adapting Ted, the world’s largest offshore wind developer sold a 55% stake in its greater Chiang two offshore Wind Farm in Taiwan. The Buyer [00:05:00] Life Insurance Company Cafe, the price around $789 million. With that deal, Ted has signed divestments, totaling 33 billion Danish crowns during 2025. The company is trying to restore investor confidence amid rising costs, supply chain disruptions, and uncertainty from American policy shifts. Meanwhile, the International Energy Agency is sounding the alarm director, Fadi Beal says Solar will account for 80% of renewable capacity growth through the end of the decade. And that sounds about right. So it’s got a bunch of catch up to do, but policymakers need to pay close attention. Supply chain, security grid integration challenges and the rapid rise of renewables is putting increasing pressure on electricity systems worldwide. Curtailment and negative price events are appearing in more markets, and the agency is calling for urgent [00:06:00] investments in grid energy storage and flexible generation. And what about those tariffs? We keep reading about wood McKenzie projects. Tariffs will drive up American turbine costs in 2026 in total US onshore wind capital expenditure is projected to increase 5% through 2029. US wind turbine pricing is experiencing obviously unprecedented uncertainty. Domestic manufacturing over capacity would normally push down prices, but tariff exposure on raw materials is pushing them up. And that’s by design of course. So where does this leave us? The numbers tell the story. Renewables overtook Coal. America will install 36% more turbines. This year, Australia’s market is booming. China continues. Its 25 year streak of double digit growth, but wind generation growth worldwide is at its lowest in two decades. And policy reversals in America have stalled. [00:07:00] Offshore development and Britain is paying billions to turn off turbines because the grid cannot handle the power. Europe’s auctions are struggling and Japan’s developers are pulling back and yet. The turbines keep turning. You see, wind energy has had good years and bad years, but 20 25, 20 25 may be one of the worst. The toxic Stew Reuters called it major policy reversals, corporate upheaval, subpar generation in key markets, and yet the industry sees reasons to expect improvement changes to auction incentives, supply chain adjustments, growing demand for power from all sources. The sheer scale of China’s expansion means global wind production will likely keep hitting new highs, even if growth grinds to a halt in America, even if it stays weak. In Europe, 2025 was a year of records and reversals. The thing to remember through all of this [00:08:00] is wind power is low cost power. It is not a nascent industry. And it is time to deliver more electricity, more consistency. Everyone within the sound of my voice is making a difference. Keep it up. You are changing the future for the better. 2025 was a rough year and I’m looking forward to 2026 and that’s the state of the wind industry for December 29th, 2025. Have a great new year.

Allen, Joel, Rosemary, and Yolanda break down the TPI Composites bankruptcy fallout. Vestas is acquiring TPI’s Mexico and India operations while a UAE company picks up the Turkish factories. That leaves GE in a tough spot with no clear path to blade manufacturing. Plus the crew discusses blade scarcity, FSA availability floors, and whether a new blade manufacturer could emerge. 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! Allen Hall: [00:00:00] Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall. I’ve got Yolanda Padron and Joel Saxum in Texas. And Rosemary Barnes is back from her long Vacation in Australia and TPI. Composites is big in the news this week, everybody, because they’re in bankruptcy hearings and they are selling off parts of the business. Vestas is, at least according to News Reports positioned to acquire. A couple of the LLCs down in Mexico. So there’s uh, two of them, TPI in Mexico, five LLC, and TPI in Mexico, six LLC. There are other LLCs, of course involved with this down in Mexico. So they’re buying, not sure exactly what the assets are, but probably a couple of the factories in which their blades were being manufactured in. Uh, this. Is occurring because Vestas stepped in. They were trying to have an auction and Vestas stepped forward and just ended up buying these two LLCs. [00:01:00] Other things that are happening here, Joel, is that, uh, TPI evidently sold their Turkish division. Do you recall to who they sold? That, uh, part of the Joel Saxum: business too, two companies involved in that, that were TPI Turkey, uh, and that was bought by a company called XCS composites. Uh, and they are out of the United Arab Emirates, so I believe they’re either going to be Abu Dhabi or Dubai based. Uh, but they took over the tube wind blade manufacturing plants in Isme, uh, also a field service and inspection repair business. And around 2,700 employees, uh, from the Turkish operation. So that happened just, just after, I mean, it was a couple weeks after the bankruptcy claim, uh, went through here in August, uh, in the States. So it went August bankruptcy for TPI, September, all the Turkish operations were bought and now we’ve got Vestas swooping in and uh, taking a bunch of the Mexican operations. Allen Hall: Right. And [00:02:00] Vestas is also taking TPI composites India. Which is a part of the business that is not in bankruptcy, uh, that’s a, a separate business, a separate, basically LLC incorporation Over in India, the Vestus is going to acquire, so they’re gonna acquire three separate things in this transaction. The question everybody’s asking today after seeing this Vestus move is, what is GE doing? Because, uh, GE Renova has a lot of blades manufactured by TPI down in Mexico. No word on that. And you would think if, if TPI is auctioning off assets that GE renova would be at the front of the line, but that’s not what we’re hearing on the ground. Joel Saxum: Yeah, I mean it’s, the interesting part of this thing is for Vestas, TPI was about 35% of their blade capacity for manufacturing in 2024. If their 30, if, if Vestas was 35%, then GE had to be 50%. There [00:03:00] demand 60. So Vesta is making a really smart move here by basically saying, uh, we’ve gotta lock down our supply chain for blades. We gotta do something. So we need to do this. GE is gonna be the odd man out because, I mean, I think it would be a, a cold day in Denmark if Vestas was gonna manufacture blades for ge. Allen Hall: Will the sale price that Vest has paid for this asset show up in the bankruptcy? Hearings or disclosures? I think that it would, I haven’t seen it yet, but eventually it’ll, it must show up, right? All, all the bankruptcy hearings and transactions are, they have an overseer essentially, what happens to, so TPI can’t purchase or sell anything without an, um, getting approved by the courts, so that’ll eventually be disclosed. Uh, the Turkish sale will be, I would assume, would be disclosed. Also really curious to see what the asset value. Was for those factories. Joel Saxum: So the Turkish sale is actually public knowledge right now, and [00:04:00] that is, lemme get the number here to make sure I get it right. 92.9 million Euros. Uh, but of, of course TPI laden with a bunch of non-convertible and convertible debt. So a ton of that money went right down to debt. Uh, but to be able to purchase that. They had to assu, uh, XCS composites in Turkey, had to assume debt as is, uh, under the bankruptcy kind of proceedings. So I would assume that Vestas is gonna have to do the same thing, is assume the debt as is to take these assets over and, uh, and assets. We don’t know what it is yet. We don’t know if it’s employees, if it’s operations, if it’s ip, if it’s just factories. We don’t know what’s all involved in it. Um, but like you said, because. TPI being a publicly traded company in the United States, they have to file all this stuff with SEC. Allen Hall: Well, they’ll, they’re be delisted off of. Was it, they were Joel Saxum: in Nasdaq? Is that where they were listed? The India stuff that could be private. You may ne we may not ever hear about what happened. Valuation there. Allen Hall: Okay, so what is the, the [00:05:00] future then for wind blade production? ’cause TPI was doing a substantial part of it for the world. I mean, outside of China, it’s TPI. And LM a little bit, right? LM didn’t have the capacity, I don’t think TPI that TPI does or did. It puts Joel Saxum: specifically GE in a tight spot, right? Because GEs, most of their blades were if it was built to spec or built to print. Built to spec was designed, uh, by LM and built by lm. But now LM as we have seen in the past months year, has basically relinquished themselves of all of their good engineering, uh, and ability to iterate going forward. So that’s kind of like dwindling to an end. TPI also a big side of who makes blades for ge if Vestas is gonna own the majority of their capacity, Vestas isn’t gonna make blades for ge. So GEs going to be looking at what can we, what can we still build with lm? And then you have the kind of the, the odd ducks there. You have the Aris, [00:06:00] you have the MFG, um, I mean Sonoma is out there. This XCS factory is there still in Turkey. Um, you may see some new players pop up. Uh, I don’t know. Um, we’ll see. I mean, uh, Rosemary, what’s, what’s your take? Uh, you guys are starting to really ramp up down in Australia right now and are gonna be in the need of blades in general with this kind of shakeup. Rosemary Barnes: What do we say? My main concern is. Around the service of the blades that we’ve already got. Um, and when I talk to people that I know at LM or XLM, my understanding is that those parts of the organization are still mostly intact. So I actually don’t expect any big changes there. Not to say that the status quo. Good enough. It’s not like, like every single OEM whose, um, FSAs that I work with, uh, support is never good enough. But, um, [00:07:00] it shouldn’t get any worse anyway. And then for upcoming projects, yeah, I, I don’t know. I mean, I guess it’s gonna be on a case by case basis. Uh, I mean, it always was when you got a new, a new project, you need a whole bunch of blades. It was always a matter of figuring out which factory they were going to come from and if they had capacity. It’ll be the same. It’s just that then instead of, you know, half a dozen factories to choose from, there’s like, what, like one or two. So, um, yeah, I, that’s, that’s my expectation of what’s gonna happen. I presumably ge aren’t selling turbines that they have no capability to make blades for. Um, so I, I guess they’re just gonna have a lot less sales. That’s the only real way I can make it work. Allen Hall: GE has never run a Blade factory by themselves. They’ve always had LM or somebody do it, uh, down in Brazil or TPI in Mexico or wherever. Uh, are we thinking that GE Renova is not gonna run a Blade Factory? Is that the thought, or, or is [00:08:00] that’s not in the cards either. Rosemary Barnes: I don’t think it’s that easy to just, just start running a Blade Factory. I mean, I know that GE had blade design capabilities. I used to design the blades that TPI would make. So, um, that part of it. Sure. Um, they can, they can still do that, but it’s not, yeah, it’s, it’s not like you just buy a Blade factory and like press start on the factory and then the, you know, production line just starts off and blades come out the other end. Like there is a lot of a, a lot of knowhow needed if that was something that they wanted to do. That should have been what they started doing from day one after they bought lm. You know, that was the opportunity that they had to become, you know, a Blade factory owner. They could have started to, you know, make, um, have GE. Take up full ownership of the, the blade factories and how that all worked. But instead, they kept on operating like pretty autonomously without that many [00:09:00] changes at the factory level. Like if they were to now say, oh, you know, hey, it’s, uh, we really want to. Have our own blade factories and make blades. It’s just like, what the hell were you doing for the last, was it like seven years or something? Like you, you could easily have done what? And now you haven’t made it as hard for yourselves as possible. So like I’m not ruling out that that’s what they’re gonna try and do, because like I said, I don’t think it’s been like executed well, but. My God, it’s like even stupid of the whole situation. If that’s where we end up with them now scrambling to build from scratch blade, um, manufacturing capability because there’s Yolanda Padron: already a blade scarcity, right? Like at least in the us I don’t know if you guys are seeing it in, in Australia as well, but there’s a blade scarcity for these GE blades, right? So you’re, they kind of put themselves in an even more tough spot by just now. You, you don’t have access to a lot of these TPI factories written in theory. From what we’re seeing. You mean to get like replacement blades? Yeah. So like for, for issues? Yeah. New [00:10:00] construction issues under FSA, that, Rosemary Barnes: yeah. I mean, we’ve always waited a, a long time for new blades. Like it’s never great. If you need a new blade, you’re always gonna be waiting six months, maybe 12 months. So that’s always been the case, but now we are seeing delays of that. Maybe, maybe sometimes longer, but also it’s like, oh well. We can’t replace, like, for like, you’re gonna be getting a, a different kind of blade. Um, that will work. Um, but you know, so that is fine, except for that, that means you can’t do a single blade replacement anymore. Now, what should have been a single blade replacement might be a full set replacement. And so it does start to really, um, yeah. Mess things up and like, yeah, it’s covered by the FSA, like that’s on them to buy the three blades instead of one, but. It does matter because, you know, if they’re losing money on, um, managing your wind farm, then it, it is gonna lead to worse outcomes for you because, you know, they’re gonna have to skimp and scrape where they [00:11:00] can to, you know, like, um, minimize their losses. So I, I don’t think it’s, it’s, it’s Yolanda Padron: not great. Yeah. And if you’re running a wind farm, you have other stakeholders too, right? It’s not like you’re running it just for yourself. So having all that downtime from towers down for a year. Because you can’t get blades on your site. Like it’s just really not great. Rosemary Barnes: Yeah, and I mean, there’s flaws on there. Like they’ve got an availability guarantee. Then, you know, below that they do have to, um, pay for that, those losses. But there’s a flaw on that. So once you know, you, you blast through the floor of your availability, then you know, that is on the owner. Now it’s not on the, um, service provider. So it’s definitely. Something that, yeah, there’s lots of things where you might think, oh, I don’t have to worry about my blades ’cause I’ve got an F, SA, but you know, that’s just one example where, okay, you will, you will start worrying if they, they yeah. Fall through the floor of their availability guarantee. Joel Saxum: Two questions that pop up in my mind from this one, the first one, the first one is [00:12:00] directly from Alan. You and I did a webinar, we do so many of ’em yesterday, and it was about, it was in the nor in North America, ferc, so. They have new icing readiness, uh, reporting you, so, so basically like if you’re on the, if you’re connected to the grid, you’re a wind farm or solar farm and you have an icing event, you need to explain to them why you had an outage, um, and why, what you’re doing about it. Or if you’re not doing something about it, you have to justify it. You have to do all these things to say. Hey, some electrons weren’t flowing into the grid. There’s certain levels. It’s much more complicated than this, but electrons weren’t flowing into the grid because of an issue. We now have to report to FERC about this. So is there a stage when a FERC or uh, some other regulatory agency starts stepping into the wind industry saying like, someone’s gotta secure a supply chain here. ’cause they’re already looking at things when electrons are on the grid. Someone’s got a secure supply chain here so we can ensure that [00:13:00]these electrons are gonna get on the grid. Could, can something like that happen or was, I mean, I mean, of course that’s, to me, in my opinion, that’s a lot of governmental overreach, but could we see that start to come down the line like, Hey, we see from an agency’s perspective, we see some problems here. What are you doing to shore this up? Allen Hall: Oh, totally. Right. I, I think the industry in general has an issue. This is not an OEM specific problem. At the minute, if this is a industry-wide problem, there seems to be more dispersed. Manufacturers are gonna be popping up. And when we were in Scotland, uh, we learned a lot more about that. Right, Joel? So the industry has more diversification. I, I, here’s, here’s my concern at the minute, so. For all these blade manufacturers that we would otherwise know off the top of our heads. Right. Uh, lm, TPI, uh, Aris down in Brazil. The Vestus manufacturing facilities, the Siemens manufacturing [00:14:00] facilities. Right. You, you’re, you’re in this place where. You know, everybody’s kind of connected up the chain, uh, to a large OEM and all this made sense. You know, who was rebuilding your blades next year and the year down, two years down the road. Today you don’t, so you don’t know who owns that company. You don’t know how the manager’s gonna respond. Are you negotiating with a company that you can trust’s? Gonna be there in two or three years because you may have to wait that long to get blades delivered. I don’t know. I think that it, it put a lot of investment, uh, companies in a real quandary of whether they wanna proceed or not based upon the, what they is, what they would perceive to be the stability of these blade companies. That’s what I would think. I, I, Vestas is probably the best suited at the minute, besides Siemens. You know, Vestas is probably best suited to have the most perceived reliability capability. Control, Joel Saxum: but they have their own [00:15:00] blade factories already, right? So if they buy the TPI ones, they’re just kind of like they can do some copy pasting to get the the things in place. And to be honest with you, Vesta right now makes the best blades out there, in my opinion, least amount of serial defects. Remove one, remove one big issue from the last couple Allen Hall: years. But I think all the OEMs have problems. It’s a question of how widely known those problems are. I, I don’t think it’s that. I think the, the, the. When you talk to operators and, and they do a lot of shopping on wind turbines, what they’ll tell you generally is vestus is about somewhere around 20% higher in terms of cost to purchase a turbine from them. And Vestus is gonna put on a, a full service agreement of some sort that’s gonna run roughly 30 years. So there’s a lot of overhead that comes with buying a, a Vestas turbine. Yes. You, you get the quality. Yes. You get the name. Yes, you get the full service agreement, which you may or [00:16:00] may not really want over time. Uh, that’s a huge decision. But as pieces are being removed from the board of what you can possibly do, there’s it, it’s getting narrow or narrow by the minute. So it, it’s either a vestus in, in today’s world, like right today, I think we should talk about this, but it’s either Vestus or Nordic. Those are the two that are being decided upon. Mostly by a lot of the operators today. Joel Saxum: That’s true. We’re, and we just saw Nordex, just inked a one gigawatt deal with Alliant Energy, uh, just last week. And that’s new because Alliant has traditionally been a GE buyer. Right. They have five or six ge, two X wind farms in the, in the middle of the United States, and now they’ve secured a deal with Nordex for a gigawatt. Same thing we saw up at Hydro Quebec. Right. Vestas and Nordex are the only ones that qualify for that big, and that’s supposed to be like a 10 gigawatt tender over time. Right. But the, so it brings me to my, I guess my other question, I was thinking about this be [00:17:00] after the FERC thing was, does do, will we see a new blade manufacturer Allen Hall: pop Joel Saxum: up? Allen Hall: No, I don’t think you see a new one. I think you see an acquisition, uh, a transfer of assets to somebody else to run it, but that is really insecure. I, I always think when you’re buying distressed assets and you think you’re gonna run it better than the next guy that. Is rare in industry to do that. Think about the times you’ve seen that happen and it doesn’t work out probably more than 75% of the time. It doesn’t work out. It lasts a year or two or three, and they had the same problems they had when the original company was there. You got the same people inside the same building, building the same product, what do you think is magically gonna change? Right? You have this culture problem or a a already established culture, you’re not likely to change that unless you’re willing to fire, you know, a third of the staff to, to make changes. I don’t see anybody here doing that at the minute because. Finding wind blade technicians, manufacturing people is [00:18:00] extremely hard to do, to find people that are qualified. So you don’t wanna lose them. Joel Saxum: So this is why I say, this is why I pose the question, because in my mind, in in recent wind history, the perfect storm for a new blade manufacturer is happening right now. And the, and the why I say this is there is good engineers on the streets available. Now washing them of their old bad habits and the cultures and those things, that’s a monumental task. That’s not possible. Allen Hall: Rosemary worked at a large blade manufacturer and it has a culture to it. That culture really didn’t change even after they were acquired by a large OEM. The culture basically Rosemary Barnes: remained, they bizarrely didn’t try and change that culture, like they didn’t try to make it a GE company so that it wasn’t dur, it was wasn’t durable. You know, they, they could have. Used that as a shortcut to gaining, um, blade manufacturing capabilities and they didn’t. And that was a, I think it was a choice. I don’t think it’s an inevitability. It’s never easy to go in and change a, a culture, [00:19:00] but it is possible to at least, you know, get parts of it. Um, the, the knowledge should, you should be able to transfer and then get rid of the old culture once you’ve done that, you know, like, uh. Yeah, like you, you bring it in and suck out all the good stuff and spit out the rest. They didn’t do that. Joel Saxum: The opportunity here is, is that you’ve got a, you’ve got people, there’s gonna be a shortage of blade capacity, right? So if you are, if you are going to start up a blade manufacturing facility, you, if you’re clever enough, you may be able to get the backlog of a bunch of orders to get running without having to try to figure it out as you go. Yolanda Padron: I feel like I’d almost make the case that like the blade repair versus replace gap or the business cases is getting larger and larger now, right? So I feel like there’s more of a market for like some sort of holistic maintenance team to come in and say, Hey, I know this OEM hasn’t been taking care of your blades really well, but here are these retrofits that have proven to be [00:20:00]to work on your blades and solve these issues and we’ll get you up and running. Rosemary Barnes: We are seeing more and more of of that. The thing that makes it hard for that to be a really great solution is that they don’t have the information that they need. They have to reverse engineer everything, and that is. Very challenging because like you can reverse engineer what a blade is, but it doesn’t mean that, you know, um, exactly like, because a, the blade that you end up with is not an optimized blade in every location, right? There’s some parts that are overbuilt and um, sometimes some parts that are underbuilt, which gives you, um, you know, serial issues. But, so reverse engineering isn’t necessarily gonna make it safe, and so that does mean that yeah, like anyone coming in with a really big, significant repair that doesn’t go through the OEM, it’s a, it’s a risk. It, it’s always a risk that they have, you know, like there’s certain repairs where you can reverse engineer enough to know that you’re safe. But any really big [00:21:00] one, um, or anything that involves multiple components, um, is. Is a bit of a gamble if it doesn’t go through the OEM. Joel Saxum: No, but so between, I guess between the comments there, Yolanda and Rosemary, are we then entering the the golden age of opportunity for in independent engineering experts? Rosemary Barnes: I believe so. I’m staking, staking my whole business on it. Allen Hall: I think you have to be careful here, everybody, because the problem is gonna be Chinese blade manufacturers. If you wanna try to establish yourself as a blade manufacturer and you’re taking an existing factory, say, say you bought a TPI factory in Turkey or somewhere, and you thought, okay, I, I know how to do this better than everybody else. That could be totally true. However, the OEMs are not committed to buying blades from you and your competition isn’t the Blade Factory in Denmark or in Colorado or North Dakota, or in Mexico or Canada, Spain, wherever your competition is when, [00:22:00] uh, the OEM says, I can buy these blades for 20 to 30% less money in China, and that’s what you’re gonna be held as, as a standard. That is what’s gonna kill most of these things with a 25% tariff on top. Right? Exactly. But still they’re still bringing Joel Saxum: blades in. That’s why I’m saying a local blade manufacturer, Rosemary Barnes: I think it’s less the case. That everyone thinks about China, although maybe a little bit unconventional opinion a about China, they certainly can manufacture blades with, uh, as good a quality as anyone. I mean, obviously all of the, um, Danish, uh, American manufacturers have factories in China that are putting out excellent quality blades. So I’m not trying to say that they dunno how to make a good blade, but with their. New designs, you know, and the really cheap ones. There’s a couple of, um, there’s a couple of reasons for that that mean that I don’t think that it just slots really well into just replacing all of the rest of the world’s, um, wind turbines. The first is that there are a lot of [00:23:00] subsidies in China. Surely there can only continue so long as their economy is strong. You know, like if their economy slows down, like to what extent are they gonna be able to continue to, um, continue with these subsidies? I would be a little bit nervous about buying an asset that I needed support for the next 30 years from a company like. That ecosystem. Then the other thing is that, um, that development, they move really fast because they take some shortcuts. There’s no judgment there. In fact, from a develop product development point of view, that is absolutely the best way to move really fast and get to a really good product fast. It will be pervasive all the way through every aspect of it. Um, non-Chinese companies are just working to a different standard, which slows them down. But also means that along the way, like I would be much happier with a half developed, um, product from a non-Chinese manufacturer than a half developed product from a Chinese manufacturer. The end point, like if China can keep on going long enough with this, [00:24:00] you know, like just really move fast, make bold decisions, learn everything you can. If they can continue with that long enough to get to a mature product, then absolutely they will just smash the rest of the world to pieces. So for me, it’s a matter of, um, does their economy stay strong enough to support that level of, uh, competition? Allen Hall: Well, no, that’s a really good take. It’s an engineering take, and I think the decision is made in the procurement offices of the OEMs and when they start looking at the numbers and trying to determine profitability. That extra 20% savings they can get on blades made in China comes into play quite often. This is why they’re having such a large discussion about Chinese manufacturers coming into the eu. More broadly is the the Vestas and the Siemens CAAs and even the GE Re Novas. No, it’s big time trouble because the cost structure is lower. It just is, and I. [00:25:00] As much as I would love to see Vestas and Siemens and GE Renova compete on a global stage, they can’t at the moment. That’s evident. I don’t think it’s a great time to be opening any new Blade Factory. If you’re not an already established company, it’s gonna be extremely difficult. Wind Energy O and M Australia is back February 17th and 18th at Melbourne’s Pullman on the park. Which is a great hotel. We built this year’s agenda directly from the conversations we’ve had in 2025 and tackling serial defects, insurance pressures, blade repairs, and the operational challenges that keeps everybody up at night around the world. So we have two days of technical sessions, interactive roundtables and networking that actually moves the industry for. Forward. And if you’re interested in attending this, you need to go to WMA 2020 six.com. It’s WOMA 2020 six.com. Rosemary, a lot of, uh, great events gonna happen at. W 2026. Why don’t [00:26:00] you give us a little highlight. Parlet iss gonna be there. Rosemary Barnes: Parlow is gonna be there. I mean, a highlight for me is always getting together with the, the group. And also, I mean, I just really love the size of the event that uh, every single person who’s there is interested in the same types of things that you are interested in. So the highlight for me is, uh, the conversations that I don’t know that I’m gonna have yet. So looking forward to that. But we are also. Making sure that we’ve got a really great program. We’ve got a good mix of Australian speakers and a few people bringing international experience as well. There’s also a few side events that are being organized, like there’s an operators only forum, which unfortunately none of us will be able to enter because we’re not operators, but that is gonna be really great for. For all of them to be able to get together and talk about issues that they have with no, nobody else in the room. So if, if you are an operator and you’re not aware of that, then get in touch and we’ll pass on your details to make sure you can join. Um, yeah, and people just, you know, [00:27:00] taking the opportunities to catch up with clients, you know, for paddle load. Most or all of our clients are, are gonna be there. So it is nice to get off Zoom and um, yeah, actually sit face to face and discuss things in person. So definitely encourage everyone to try and arrange those sorts of things while they’re there. Joel Saxum: You know, one of the things I think is really important about this event is that, uh, we’re, we’re continuing the conversation from last year, but a piece of feedback last year was. Fantastic job with the conversation and helping people with o and m issues and giving us things we can take back and actually integrate into our operations right away. But then a week or two or three weeks after the event, we had those things, but the conversation stopped. So this year we’re putting some things in place. One of ’em being like Rosemary was talking about the private operator forum. Where there’s a couple of operators that have actually taken the reins with this thing and they wanna put this, they wanna make this group a thing where they’re want to have quarterly meetings and they want to continue this conversation and knowledge share and boost that whole Australian market in the wind [00:28:00]side up right? Rising waters floats all boats, and we’re gonna really take that to the next level this year at Allen Hall: WMA down in Melbourne. That’s why I need a register now at Wilma 2020 six.com because the industry needs solutions. Speeches. That wraps up another episode of the Uptime Wind Energy Podcast. Thanks for joining us. We appreciate all the feedback and support we received from the wind industry. If today’s discussion sparked any questions or ideas, we’d love to hear from you. Just reach out to us on LinkedIn and please don’t forget to subscribe so you’d never miss an episode. For Joel Rosemary and Yolanda, I’m Allen Hall. We’ll catch you next week on the Uptime Wind Energy Podcast.