The Uptime Wind Energy Podcast

Matthew Stead recaps WindEurope Madrid and Blades Europe Edinburgh. Plus Suzlon unveils its Blue Sky platform for Europe, Muehlhan consolidates six specialist firms, and Mingyang keeps hunting for a European home.

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Speaker: [00:00:00] The Uptime Wind Energy Podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit striketape.com. And now, your hosts. 

Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Matthew Stead, who is back in Australia, but not at home.

He’s up in Queensland. Or actually, not even on– in Queensland, technically. He’s on an island off the coast of Queensland. Where are you at, Matthew? 

Matthew Stead: Uh, Moreton Island. It’s, uh, like a resort island off, uh, off of Brisbane, so beautiful outside. 

Allen Hall 2025: Well, you need a little bit of resort time because you’ve been to two conferences, and you spent a good bit of time in Austria after that.

So you were at WindEurope in Madrid, and then following that, you went right over to Scotland for Blades Europe. So I wanna hear your thoughts. We’ll start with, uh, WindEurope and what was going on at that conference. It did sound like there was a pretty [00:01:00] good attendance, and some people that I have talked to about it really en-enjoyed being in Madrid.

It’s just 

Matthew Stead: a bigger city. Um, first time I’d ever been to Madrid, and, uh, yeah, the show was amazing, actually. I was, I was a bit blown away by, uh, I think the OEMs were back out in force. You know, so like the Vestas, Siemens were, um, really– and Nordexes and so forth were really back out in force, so that was really good to see.

Um, the, some of the larger operators had really, really strong presence as well. So you could see that, you know, Iberdrola, Res, um, those sorts of companies were, um, really, you know, putting a big effort in and meeting their customers and, um, really showing, uh, the world who they were. So that was really, um, you know, really good to see.

There were so many people seriously. Um, the queues for food at lunch were, were, um, one of the major problems. Um, so, um, yeah, it was really a lot of people, so that was really exciting. Um, and I mean, for me, I was [00:02:00]trying to catch up with, with partners and friends and, yeah, it was, it was jam, jam-packed just meeting people in the industry.

Um, probably a few other things. So s- you know, SkySpecs and Aerones had a really strong, um, presence there. So, um, SkySpecs and Aerones were, were doing really well. Um, maybe one of the, um, surprises for me, and I know this has been a topic on a few other previous episodes, was there was a lot of interest in bird and bat detection.

I, I, I think there had to be, like, five companies that were, were– had really big setups, and it was a really, really big topic around cameras and so forth. So, um, that was a, a big topic. And, um, then there, there was a really, really strong, you know, supply chain, you know, from, from vessels to cables to, you know, repairs.

Allen Hall 2025: What was the ratio of offshore companies to onshore companies? I’m always curious. 

Matthew Stead: You’re looking through the, the list. Um- I would, I’m only guessing it [00:03:00] was probably about 40% had an offshore focus of some kind. So it was definitely a strong offshore focus. Um, obviously, you know, a lot of onshore, offshore combined companies.

But yeah, definitely the word offshore kept on popping up a lot. 

Allen Hall 2025: Because Spain is mostly onshore. Like, um, like 99% onshore, right? I think it’s a couple of small projects going offshore. Does it look like the onshore business is gonna pick up, uh, just in terms of the activity on the floor in Madrid? 

Matthew Stead: Uh, yeah.

Um, I, I think, you know, like I said, you know, those big operators like the REZAs and the Iberdrolas and, and the OEMs, I, I think it’s just a given that, um, you know, things are buoyant. Um, well, they appear to be definitely very buoyant. Uh, I think we’ve heard, you know, some of the positive, um, financial news from a few of the OEMs recently.

So yeah, yeah, it seems like o- onshore is, is maturing further, further, further. And so you went straight 

Allen Hall 2025: from Madrid, right, to [00:04:00] Edinburgh, Scotland. That was a change in weather, I would assume. Uh, probably about a 20 degree Celsius difference. 25 down to 15, yes. Whoa. Okay. Yeah, that’s a good bit. Uh, but the Edinburgh conference, that’s the first time that Blades Europe has been to Edinburgh.

I, at least I don’t remember them being there before. That tends to be a more technical conference than Wind Europe. Uh, the, the Blades conference is obviously focused on blades, and all the relevant experts in Europe do tend to show up there. What were some of the hot topics at Blades Europe this year?

Matthew Stead: Yeah, I think it was, um, an interesting conference. Um, I, I’d been to Blades USA, so I was able to contrast, um, Blades USA a little bit. I think probably the differences here were, yeah, there was definitely some strong, strong, uh, experts there, like you say. Um, you know, Birgit, um, our friend was, was in attendance and a few of her colleagues from Statkraft.

Um, I think, and or, uh, actually ORE Catapult, the, the [00:05:00] UK research, um, offshore renewable energy research, um, they did some great presentations. I really, um, they really shared some really good insights. So, um, ORE Catapult were talking about life extension and, um, you know, looking at the, the fatigue on blades and, uh, how they’re, how they’re going to perform and life extension.

So some great stuff from ORE Catapult there. Probably another key topic that came up was around, uh, sort of related to life extension, but also recycling. The, there was a really good session on the new IEC standard. Um, um, to, you know, full disclosure, I was actually on the panel. So I, I thought it was a great panel.

But, um, the new IEC standard for blade operations and maintenance, um, is really well a-advanced now in its development. Um, very strong risk focus, you know. So depending on the risk then drives your, your blade O&M program. [00:06:00] Um, so that was a, a great talk as well. Uh, and then maybe finally, um, something close to my heart, um, I think the, the, you know, the maturity of CMS companies.

There actually, there were five blade CMS companies there, which is probably the biggest turnout I’ve seen around blade CMS, um, ever. And so it was good to see that sort of, um, interest and growth, um, and the need for, for blade CMS. Uh, and, um, obviously the last one, lightning. So lightning always an issue.

Lots of discussions around lightning, um, you know, through Greece and a few of the, the, the Balkan go- Balkan states. On the blade recycling front, there’s a 

Allen Hall 2025: company in Scotland called ReBlade that is involved in some of the recycling efforts. Did they give a presentation of, of what they’re up to at the moment?

Matthew Stead: Uh, yes, I think they did. Um, they’re talking about setting up a, a site in a, a [00:07:00] couple of sites, and I think Inverness was the, the location where they’re, where they’re setting up a site. The, um, the port is supportive, so they’re working through those, those, those challenges. You know, getting a site, getting transport and access to the blades.

Um, working out when, when the, when the blades will come to them. You know, the storage of blades. Um, the, the end, end uses for those blades. Getting all that supply chain, um, lined up was, you know, yeah, it was, that was quite thorough and quite, um, yeah, inspiring. 

Allen Hall 2025: And on the CMS side, what are operators trying to monitor?

‘Cause usually have something in mind that they’re going after. 

Matthew Stead: For better or for worse, there’s still some serial, um, failure modes. Um, and so the industry is looking at very particular, you know, challenges that, um, certain make and model have. Um, so root insert failures was definitely one of those, um, one of those topics.

Um, and that was actually one of the, the, the [00:08:00] roundtable discussions at, uh, Blades Europe. Some other, um, monitoring around, you know, lightning and- lightning damage and what’s happening with the LPS. That was also, uh, another big topic for, for monitoring. And then a few other sort of general, more, more general, um, you know, natural frequencies of blades and seeing if the natural frequencies are changing, indicating a change in stiffness, which relates to potential damage.

So yeah, there was– it was quite a mix of the types of, um, CMS that was discussed. 

Allen Hall 2025: Has the digital twin finally died? Anybody talk about that? 

Matthew Stead: There’s actually a current call-out for a new research project in Europe around digital twins. So, um, yeah, one of the larger, one of the larger operators is, is putting, pulling together a team to talk about digital twins, so- 

Allen Hall 2025: I, I think this is one of the more difficult things to do, but just because you’re dealing with a variety of blades and blade factories and unique issues that pop up that are…[00:09:00]

You, you really can’t model until after they happen. And after they happen, everybody knows about them anyway. So what’s the point of the digital twin if you can’t detect things early? It, it, it is a great concept, but hard to implement. 

Matthew Stead: Yeah. And why? Why would you do it? I mean, you, you’re only gonna do it if there’s a benefit, and what is the benefit?

So, but I think, uh, actually at Blades Europe, digital twins was not really a topic. And maybe one thing I forgot to say is that the, um, Wind Power Lab did a, a good, um, presentation on carbon blades as well, so. 

Allen Hall 2025: The, the carbon blades are, is a very good discussion, just because the trend has been lately to scrap blades and bring new ones on site.

And the carbon can be difficult to repair, or it takes a long time to repair, and you just don’t have the manpower or woman power to go out and fix it. So the, the fastest option is to build a new blade. But it does leave a lot of blade waste, which is where the industry is not going. Uh, recyclable blades, which is [00:10:00] in process at the moment, will make that easier, but you just don’t wanna be recycling blades.

You like to be able to repair them. Composites are repairable. And it’s, it is so odd that they, they wanna continue on that pathway, but we’ll see. We’ll see. You don’t really learn the lesson until you do it. 

Matthew Stead: Um, however, you know, the, the presentation on carbon blades was, um, you know, highlighted a lot of the challenges, but also highlighted some of the positives and the, you know, how they do help.

Um, and so there was a lot of support for carbon blades, but there’s a lot of unknowns and, um, and there was a lot of discussion around how do you even test if the LPS is working. Uh, it’s just impossible. So, you know, traditional methods on carbon blades, yeah, it just don’t work. So, um, but there was a lot of support that the carbon does bring benefit.

But yeah, I agree with you. There’s a lot of challenges there. 

Allen Hall 2025: That’s one of the things we learned years ago back in the late ’80s, early ’90s when we, at least in, in the [00:11:00] States, started building a number of carbon fiber aircraft. And the repair situation and dealing with repairs in, in remote locations became difficult.

And you’ve learned how much training it took to keep an industry running, and you’re starting from zero for a lot of places that all he had worked on was aluminum. It, it’s a completely different world. You’re, you’re training tens of thousands of technicians around the world. You weren’t planning to go do that, and now you are.

So it just, it adds to the cost. 

Matthew Stead: It also ties into the OEM, um, you know, providing, you know, details on how to repair those blades because they’re not, they’re not just a standard item, so- 

Allen Hall 2025: No, you, you don’t wanna be grinding into a protrusion if you can avoid it. It- you’re just never gonna get it back into that original form because protrusions are in some part magic.

And taking a grinder to them is not gonna… It’s breaking the magic. All the magic will be leaving that protrusion when you do that. Yeah, very [00:12:00]difficult. Delamination and bond line failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production.

CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service.

So visit cicndt.com because catching blade problems early will save you millions.

Well, as we know, the wind industry has long been dominated by a handful of European and American turbine makers, uh, particularly in the, quote-unquote, “West.” Uh, but that landscape may be [00:13:00] shifting. Suzlon, the Indian turbine giant that nearly collapsed under about a $1.5 billion of debt just a few years ago, is back.

The company has unveiled a new turbine platform aimed squarely at Europe, and says it will build its first factory on the continent if it wins enough orders. Vice Chairman Girish Tanti, uh, delivered the announcement at the WindEurope conference in Madrid, where Matthew was Signaling that Suzlon believes its time has come.

And since you were there, Matthew, did you hear any news on the floor, any discussion on the show floor about Suzlon entering Europe? 

Matthew Stead: Well, actually, yes. So, um, um, there was actually a good, uh, contingent of Suzlon people at, uh, Blades Europe. So, uh, they attended, uh, Wind Europe and then Blades Europe. Um, and I, you know, I was able to have a bit of discussion with them.

I think, I think, uh, they were quite optimistic about, um, [00:14:00] you know, moving back or moving into, into Europe in terms of manufacturing. Um, however, there was an element of skepticism. Am I allowed to say that? So they, uh, were, they were not completely, um, convinced that it’s gonna happen, but, uh, they were certainly excited by that.

It was definitely a, a clear possibility, but not a given. 

Allen Hall 2025: Well, they have a, a new platform called the Blue Sky platform, um, which will have, I think, two turbines here, a 5 megawatt and a 6.3 megawatt, which is squarely aimed at Europe and also the United States, for that matter. And building a factory, though, doesn’t make a lot of sense if the cost driver for a factory in Europe is the European employees, which it tends to be when you hear the discussions about the cost structure, it’s about the employees.

I’m not sure why Suzlon would make blades or nacelles in Europe unless they could avoid tariffs or taxation, because India is a very [00:15:00] cost, uh, driven, uh, manufacturing facilities writing country. So why would you wanna go build another expensive factory, probably in the realm of a couple hundred million pounds, uh, if you’re gonna go do it?

It probably doesn’t make any sense to do that as well as just selling turbines into Europe. It seems like the easier path. 

Matthew Stead: Yeah. And then you’ve got all the, like, the quality control challenges and, you know, you get the cultural challenges. So yeah, to be honest, I don’t qu- I don’t quite understand the logic behind that either.

Um, maybe there’s, there’s some things that we don’t know about behind the scenes in terms of tariffs and other, other incentives that we don’t know about. 

Allen Hall 2025: Would you see operators taking, uh, a Suzlon presentation and maybe even writing plans for developing with Suzlon turbines in the next couple of years?

Is that a, a feeling that Europeans would, would do that, or is Vestas mainly and Siemens Gamesa so strong in Europe that it doesn’t make any sense unless [00:16:00] you’re in sort of the periphery countries of Europe? 

Matthew Stead: I mean, my first exposure to a wind turbine was a Suzlon turbine in Australia, and there are many, many, many Suzlon turbines in Australia.

And they’re all, they’re all still working. They’re all still reliable. So I mean, from a reputation and reliability and, um Yeah, history point of view, I can’t see why not. I mean, you know, uh, the operators will see that, you know, they’ve proven themselves. They’re not new kids on the block. Um, and so why wouldn’t an operator think about it?

Allen Hall 2025: Well, 

Matthew Stead: in 

Allen Hall 2025: this quarter’s PES Wind magazine, which you can download for free at peswind.com, there is a nice article from Muelhen Wind Services, and that is a growing company. A lot going on there. Our friends at AC883 just joined Muelhen a f- few months ago, and is being part of that conglomerate. And, and we know that obviously building wind farm used to mean [00:17:00]consulting with dozens of contractors, and this is where Mue- Muelhen has really s- stepped into the breach here.

So from blade repair at one company and heavy lift cranes at another company, all that had to be managed separately. You’re calling s- different companies all the time. And watching asset managers and site supervisors do this, uh, it is a thankless job. Well, Muelhen’s trying to change that a little bit, uh, and they’re saying that that model no longer works, and I totally agree with them.

It’s insane. Uh, but so Muelhen has consolidated six specialist firms under its one brand, and covering everything from port pre-assembly to long-term operations and maintenance across Europe, the US and Canada, uh, and Asia-Pacific. Its CEO, Søren Hoffer, uh, puts it plainly, “The next phase of wind will not be won by turbine size alone.

It will be decided by the supply chain’s ability to execute.” Boy, [00:18:00]couldn’t say truer words. Uh, I’ve worked with Muelhen or my company, Weather Guard Lightning Tech, has worked with Muelhen on a couple of projects over the years, and we’ve always had, uh, great service from them, and we have talked to a number of operators that love them, that love using Muelhen.

So it’s not a surprise that they’re trying to grow and expand and make life easier for the operators. 

Matthew Stead: Sounds like a brilliant move, really. I mean, you know, pulling all these sort of things together is, is a real challenge, isn’t it? I mean, coordinating all these subcontractors, um, getting to turn up at the right time, and yeah, I mean, it just sounds like a brilliant move, and I think that we need more, more, more efficient service companies to service the growing fleet.

So the more they can get organized, the better. 

Allen Hall 2025: Yeah, the scale matters here, and the expertise matters. As we’ve have a couple hundred thousand turbines that are [00:19:00] operating in the, quote-unquote, “West,” it does make sense to have a larger player that has seen most of those turbines and has some experience with them.

It’s always the scary scenario when you’re working with a new company. Have they been on this turbine before? Do they know what they’re doing? Do they know- Lockout tagout. Even simple things like that come to the forefront. And the, the trouble is on some of these smaller companies that are in that business is that, uh, you just don’t get the level of service, you don’t get the level of response, you don’t have the horsepower if something were to, to go wrong on site.

They don’t have the cash to, to bring in a second crane or another crew to get this job done. It, it does become scale at some point. And, uh, for a long time in the wind industry, particularly United States, it, it has been a lot of, quote-unquote, “mom-and-pop operations,” and those are slowly getting acquired by the likes of Muehlhan.

I, I, I think this is inevitable at some point. Uh, from the asset owner’s, uh, desktop watching this go on, [00:20:00] how do you see, you know, a large operator interfacing with Muehlhan? Are they gonna do just one-stop shopping at this point? They’re, they’re not gonna have three or four different companies to work with, that they’re just gonna lock into, uh, Muehlhan?

‘Cause, uh, that’s what I see. 

Matthew Stead: Yeah. I, I think, you know, from the, the WOMA Conference in, in Melbourne, we saw a bit of a, bit of a shift towards, um, outsourcing, at least in Australia Pacific region. And I mean, if, if you’re gonna outsource, um, you’re, you’re probably gonna join up with a, a Muehlhan, um, equivalent.

So, you know, that way it just takes some of the risk out of, out of it, so it, it sort of makes sense. Um, the other observation I’ve heard is that, you know, because of the seasonality of blade repairs, it’s really hard to keep hold of, um, blade techs. And so if you’re a global company, you’ve got at least some opportunity of using the ses- seasonality and keeping hold of the good techs and, um, you know, so, you know, you know, summer in, in North, North, uh, America, and then, you know, summer in [00:21:00] Australia.

So it, it, it allows these company, allows these companies to keep hold of their good people. 

Allen Hall 2025: Yeah. And that, that’s always been the yearly problem, right? That you have a, a crew of a couple good crews in the summertime, and you come back the next summer and it’s a whole different group of people and yeah, that, that, that’s trouble for the industry.

Well, a- and it’s good. It’s fi- it’s finally good to see this happening, and I know, uh, we’ve talked about it internally here at Weather Guard of who to work with and who to partner with. We like working with companies that have scale, and I think we’re finally there. So it’s really interesting to see this article from Johan in PES Wind.

So if you, if you haven’t read the article, you should go visit peswind.com and take a look. There’s a lot of great content in this quarter’s issue, and y- you don’t wanna miss it. So go to peswind.com today. As wind energy professionals, staying informed is crucial, and let’s face it, difficult. That’s why the Uptime podcast recommends PES Wind magazine.

PES Wind offers [00:22:00] a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out. Visit peswind.com today. So when, when the energy prices spike like they’re happening right now, uh, the Iran war being one of the main drivers, and obviously gasoline prices have jumped quite a bit, here’s what happens.

The China’s clean energy sector goes to work, and they’re racing to make connections and make sales. As electricity prices jump up, gas prices jump up, everybody wants to try to find a cheaper way to provide energy to their countries or locales. Uh, China’s there to offer it. So it’s solar panels, batteries, EVs, and even wind turbines are, are looking for homes out of China.

Uh, for European wind professionals, [00:23:00] the most important part comes from Mingyang, right? So they were unable to get a production facility in Scotland, but they haven’t given up yet. They are still searching for a home somewhere in Europe. And as of today, I don’t think they’ve found it. They’re s- I think they’re still looking for some country to host them.

But how long is that gonna go on, Matthew? I, I think with the domination of Vestas and Siemens Gamesa in Europe and Suzlon trying to make an entry, will Mingyang and other Chinese manufacturers eventually find a home? 

Matthew Stead: It’s interesting. I think, uh, if you look at the airline industry, you’ve always had premium providers, and you’ve always had low-end providers, and I think there’s always a place for all of them.

And so I re- I reckon they’ll find, I think they’ll find their place in, in the market and just, you know, it might just take a while. But they’ve got the strength, haven’t they? They’ve got the product. They’ve got the strength. So it’s just a matter [00:24:00] of time. 

Allen Hall 2025: Yeah. I, I, I d- I do think eventually it will happen.

But Vestas and, and Siemens Gamesa have done a pretty good job of controlling it, and wind Europe, honestly. Wind Europe has not been a proponent of a Chinese manufacturer in Europe, so that generally will help slow down any business plans they would have But at the same time, there’s a lot of opportunities around the world that’s not necessarily in Europe, right?

South America has strong ties with China. They’re– And Chinese companies are, are starting production in China. There’s a lot th- things happening there. You’re gonna see that in Africa and other places. So it doesn’t necessarily have to happen in Europe, which is, I think Europeans and Americans think, “Well, we can’t have China in those locales.”

Fine. But it isn’t like China doesn’t have other opportunities to, to sell turbines or solar panels or batteries. There are plenty places on the planet where 

Matthew Stead: people that 

Allen Hall 2025: need 

Matthew Stead: lower cost energy, and they’re gonna find them. Um, I did attend a, a panel [00:25:00] discussion on Türkiye, um, and the growth, and there was a lot of growth in Türkiye around onshore and offshore.

And so maybe Mingyang, that might be a, a place, um, for them to, to start, you know, on the doorstep of, of Europe. The stepping stone, so to speak. Stepping country. 

Allen Hall 2025: Is there risk in that, uh, uh, if, uh, uh, Mingyang decided to put a plant in Türkiye? Is, does that come with some political aspect? Because I, I, I don’t remember.

Türkiye t-tends to play, uh, uh, k- kind of like Switzerland in, in terms of working with different, uh, political systems over time. Yeah. 

Matthew Stead: I, I’ve had a bit more to do with a few, a few, um, sort of organizations in Türkiye recently and, um, you know, it’s highly professional, highly, you know, logical, and so I, I can’t see why it’d be a challenge.

So I think, yeah, that stepping stone into Europe might be a, a logical way to go. Well, maybe 

Allen Hall 2025: we’ll see that in the next [00:26:00] couple of months. I don’t know. There’s gonna be a lot to happen there. There’s so much money being spent in Europe on renewables, wind, solar, battery, all the above, that there’s plenty of opportunity, and every company that has a product that’s gonna be trying to sell it in Europe right now.

It’s a smart move. Absolutely. 

Matthew Stead: I think the other thing that we’ll probably be talking about a little bit more is EV trucks or, you know, electric trucks. 

Allen Hall 2025: You think so? 

Matthew Stead: I reckon we’ll be talking more and more about electric trucks. 

Allen Hall 2025: Does Europe even have a, a le- a real true EV tractor-trailer, large truck?

What do they call… I guess they call it a lorry. 

Matthew Stead: I don’t think yet. But that’s why I’m saying I think this is a topic that’s gonna raise itself. Um, I’ve, I’ve seen some numbers recently which says that it’s a bit of a no-brainer to go from diesel to, um, to battery now. 

Allen Hall 2025: So is Tesla gonna be the, the winner there just because of their, I don’t even what they call it, the Tesla truck?

Is that what they call that now? 

Matthew Stead: Not the Cybertruck, the, the truck truck. 

Allen Hall 2025: Electric semi-truck. There you go. [00:27:00] Thank you, producer Claire. 

Matthew Stead: I think you’ve gotta watch, you know, you’ve gotta watch BYD and a few of the other, the other, um, other companies. 

Allen Hall 2025: Do they have something as large as what, uh, Tesla is offering today?

Because Tesla is offering a true semi or tractor-trailer 

Matthew Stead: I, I, I must admit I’m not a, a huge expert on the topic, but I’m sure Rosemary is. 

Allen Hall 2025: She drives the big rigs? Is that what she’s doing? 

Matthew Stead: But I think we– Yeah, I think, I think it’s an in-interesting thing to watch because, um, certainly fuel prices in Australia are definitely pushing, um, this idea of, um, electric trucks.

Allen Hall 2025: Yeah, diesel prices are really high in the States. I- if they’re high in the States, I can’t even imagine what they are in Europe or Australia. They must be through the roof. So if you have a diesel vehicle, although they run forever and are pretty efficient, the price of fuel is insane right now. 

Matthew Stead: And, you know, if you, if you take that a step further into mining, so Twiggy Forest, um, and Fortescue, you know, switching to [00:28:00] electric, uh, trucks and electric mining, yeah, it makes sense.

Allen Hall 2025: Does the math work out on that? Uh, obviously Fortescue is taking, uh, really a pretty significant risk in that they’re developing their own electricity generation sites via wind and solar and battery, the whole thing, and they’re converting some of their larger vehicles to electric. Does that hold a big risk, or is this just a financial no-brainer, particularly when diesel prices are so high?

Matthew Stead: Yeah, I think it’s a financial no-brainer. Uh, and that’s why partly I think we’ll be talking about trucks because, you know, once the finances make sense, um, there’ll be a faster transition. And I think, you know, Fortescue is not a silly company. 

Allen Hall 2025: Fortescue is willing to dabble, right? So they’re willing to, to see where the technology is and spend a little bit of money and possibly it works out, right?

I think there’s– you have to take a little bit of risk if you’re in that business because you are spending so much money on fuel. [00:29:00] You can spend a couple million dollars playing in different areas to pick an eventual winner. Obviously, they’re gonna– Well, it’s not obvious at the moment, but it, it seems obvious to us being on the electricity side.

Electricity is gonna be the answer. Renewable energy is gonna be the easy way to do it, the lowest cost way to do it. There you go. Go do it. Well, American Clean Power’s event, uh, which is in Houston this year, will be happening June 1st through the 4th at the convention center downtown in Houston. It’s gonna be warm, everybody, so if you’re traveling from a cooler country like Denmark to Houston, bring something cool to wear.

It will be warm in June. It, it– Houston is just a very warm place, and it’s quite humid, so it’ll, it’ll be a, a unique environment. However, it does sound like there’s gonna be a, a, an– A number of interesting companies and a lot of people that are attending that event this year, and one of them is gonna be Matthew and EOLOGIX-PING with Weather Guard Lightning Tech will [00:30:00] both be down at the event in a booth and seeing everybody and, and, and meeting a whole bunch of, of, uh, new people that are getting into the industry, which is, to me, is always the fun part.

Like, we just meet so many really fun people. Uh, and Matthew, you know, we had a discussion internally about that, like, uh, our, our new, uh, chief commercial officer, Nikki Briggs, has been commenting. We’ve been talking to so many operators around the world, and after every, uh, little meeting briefing that we have, we do a post-briefing, and she goes, “They were so nice.”

And I s- yes, Nikki, the wind industry people are fantastic to work with. Like, they’re all focused on doing something positive, and they’re trying to, to do it the best that they can. And there’s a lot of constraints to it, and they’re making a number of hard decisions. But when we all come together at American Clean Power here in the States, hey, we can kinda commiserate and [00:31:00] talk about what’s happening and catch up.

And I feel like we need a little bit of catch-up time in this industry, particularly here in the United States. 

Matthew Stead: Yeah. Yeah. I, I think, um, I, I definitely agree. And I, I found, you know, previously I used to work in the construction industry and work with engineers and, you know, transport, blah, blah, blah, blah, blah.

And actually, I found that the renewable industry, there’s a lot of really open people, really happy to have a discussion, um, not the big egos, so I completely agree. And, um, I’m thinking back, um, I first met people in the wind industry in, you know, around 2012, 2013, and, you know, I still know a number of those people and really appreciate catching up with them.

Um, so actually, Berend van der Pol was probably one of the first, and, uh, Birgit Junker was, um, maybe one of the second, so yeah. And I’m definitely looking forward to ACP. 

Allen Hall 2025: If you’re, if you’re down in Houston at American Clean Power, definitely stop by a- and say hi to everybody from [00:32:00]EOLOGIX-PING and Weather Guard Lightning Tech, and hey, learn about all the things that are going on because both companies have new products that’ll, were gonna be announced at the site.

Uh, we’re already getting inundated with requests on the Weather Guard side. It’s insane. We’re telling people, like, “Slow down, slow down, slow down. We’ll, we’ll, we’ll talk to you about it when we get to Houston.” But, uh, expect a very attentive audience this year, which is exciting. That wraps up another episode of “The Uptime Wind Energy Podcast.”

If today’s discussion sparked any questions or ideas- We’d love to hear from you. Reach out to us on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review. It helps other wind energy professionals follow the show. For Matthew, I’m Allen Hall, and we’ll see you here next week on the Uptime Wind Energy [00:33:00] Podcast.

Allen covers NextEra’s potential $400 billion buy of Dominion Energy, US developers racing the July tax credit deadline, Ming Yang scouting Spain for a factory, Turkey opening its first offshore wind tender, and Hornsea 3’s first foundation going in.

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: Good morning, everyone. The world is racing at the minute, and let’s start with the biggest race of all. NextEra Energy, the largest utility in America by market value, is in talks to buy Dominion Energy of Virginia. The price? It’s about $76 a share, roughly $66 billion. With debt, the combined company would be valued at about $400 billion.

That would make it the largest power deal on record. A mostly stock transaction, at least that’s what’s being reported, and a deal could come as soon as this week. Pretty shocking. Now, why does this matter to wind? NextEra is [00:01:00] not just a utility. It is one of the largest renewable energy developers on the planet.

And Dominion sits on top of Northern Virginia’s data center alley, the biggest concentration of data centers in the country. Dominion expects its peak demand to double by the end of the twenty-thirties, American power consumption hit a second straight record in twenty-twenty-five, and it’s still climbing. So the company that builds more wind and solar than almost anyone wants to merge with the company that serves the hungriest grid in America. That is a race to the top. But down on the ground, developers are running a very different kind of race.

Wind projects under construction in the United States are up 60% since the start of twenty-twenty-five. Solar is up about 50%. Why the surge? Well, the clock is ticking. Tax credits for wind and solar were gutted in the one big beautiful bill. Projects must begin construction by July 4th [00:02:00] and prove they are building continuously to qualify.

Under the Inflation Reduction Act, those credits were supposed to phase out at the end of twenty-thirty-three. Now that deadline is just a couple of weeks away. Developers are pushing hard on projects that can make it and abandoning the ones that cannot. One solar executive put it plainly: “A lot of the projects are going to die on the vine.”

And that’s a real shame. Labor is short. Of course, electricians are in demand. Transformer lead times have stretched to 18 months because data centers are buying them too. Even permits are hard to get. Projects that touch federal land, of course, that once took a month to approve are now waiting up to a year.

So while NextEra races to buy the grid, developers are racing to build before the door shuts. Now, across the Atlantic, there’s a different kind of race going on. Chinese turbine manufacturer MingYang [00:03:00] Smart Energy is looking for a new home, and quick. Back in March, Britain blocked the company’s plans for a one-and-a-half billion pound factory in Scotland, mostly based on security grounds.

MingYang’s European chief, Horatio Evers, says the company is now talking to Spain and scouting other locations on the continent. He says MingYang wants to build turbines in Europe with a European workforce. And this is the part I don’t understand, ’cause European workforce tend to be more expensive.

However, uh, MingYang wants to build that factory, but there’s a condition. They need a guarantee that their turbines will be allowed into the market, and so far that hasn’t happened. The European Commission launched a review of Chinese manufacturers back in 2024. Those findings are still unpublished. So MingYang is racing to find a country willing to say “Yes.”

Further east, Turkey is entering the offshore wind [00:04:00] race for the first time. The government has defined four areas along its western coast, all on the Aegean, for its first ever offshore wind tender. Turkey’s energy minister says Turkey aims for five gigawatts of offshore wind by 2035.

The country has committed $30 billion to transmission infrastructure. And Turkey already has 15 gigawatts of onshore wind spinning today. Turkey is, of course, a NATO ally, and it straddles Europe and Asia, and now it’s stepping into offshore wind. And finally, up in the North Sea, off the coast of Norfolk, England, 75 miles from shore, Cadeler of Copenhagen just installed the first monopile foundation at Hornsea 3.

When complete, Hornsea 3 will be the single largest offshore wind farm on the planet. 2.9 gigawatts, 197 foundations, enough power for 3.3 [00:05:00] million British homes. The project is owned by Danish giant Ørsted and will bring 5,000 construction jobs to the region. Hornsea 1 and 2 are already spinning, and of course, Hornsea 4 is on the drawing board.

So here’s the picture. America’s two biggest utilities are racing toward a $400 billion merger. Developers are sprinting to break ground before the Fourth of July. A Chinese turbine maker is searching Europe for a factory, and Turkey is marking out its first offshore wind zones. And over in Britain, they just planted the first foundation at the world’s largest wind farm.

Everyone is racing. The only question is, who gets there first? And that’s the state of the wind industry for the 18th of May, 2026. Join us tomorrow for the Uptime Wind Energy podcast

Alfred Crabtree, founder of Blade Repair Academy, and Sheryl Weinstein of SkySpecs join to discuss standardized technician training and risk reduction in blade repair.

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: Alfred and Sheryl, welcome to the program.

Sheryl Weinstein: Thanks.

Allen Hall: So we’re in Dunlap, Tennessee, not too far from Nashville, uh, and also close to. Chattanooga Chattanooga, and we’re in the Smoky Mountains ish region.

We’re

Alfred Crabtree: no, we’re, we’re, you could consider it Appalachia for sure. Sure. Okay. Uh, we’re on the, in the valley called the Seche Valley, uh, which splits the Cumberland Plateau. So we’re, we’re in a valley and we have hills a thousand feet above us here. Yeah. Either way. It’s beautiful.

Joel Saxum: Yeah. It’s a great drive in here.

Alfred Crabtree: Yeah. It’s a unique place. Yeah.

Allen Hall: And we’re at Blade Repair Academy, which, uh, if you’re not familiar with Blade Repair Academy, you should be. Uh, because a lot of the good training that happens in the United States actually happens to play repair, repair Care blade, repair academy. Uh, yeah, it’s been a long week at uh, OMS this week and we got the introduction today.

This is the first time we’ve been on site. That’s right. And, uh, we wanted to see all the cool things that are happening [00:01:00] here. And it really comes down to technician training competency. Working with blades, working with tools, knowing what you’re doing up tower when you’re on the blade, which is hard to train.

It’s really hard to train, and both you and Cheryl have a ton of experience being up on blades and repairing blades and scarfing and doing all the critical features that have to happen to make blades work today. It’s a tough training regimen. There’s a lot to it and a lot of subtleties that don’t always get transferred over from teachers to students unless you have.

Done it for a number of years. You wanna kind of just walk through the philosophy of Blade Repair Academy?

Alfred Crabtree: Yes. The, uh, you’ve, you’ve outlined quite well some of the issues. The environment where we work is very hard to take a ti the time to put somebody through a training regimen. We’re so constrained by weather windows and then.

You know, even if the weather’s nice, lightning can come, wind [00:02:00] speeds can cut off your workday. So production, production, production is what’s important. And Cheryl and I both come from the rope access method. And in the rope access method, 95% of the time you’re up there alone. And if you’re up there and you’re producing, you’ve got your blinders on.

Speaker 2: Mm-hmm.

Alfred Crabtree: And you’re not ready to share with somebody else what to do.

Speaker 2: Mm-hmm.

Alfred Crabtree: With the basket or platform, you can have two even three people up on Blade, but it still has all these constraints of get the job done, get the job done. There’s a lot of stress up there. And having the bandwidth to take on new information or to challenge some preconceived notions or try, that’s not the place to do it.

So knowing that. Blade Repair Academy is built so that we have an environment that simulates all of the up tower stuff without being up tower. And you’re gonna have the time you need to invest in your learning without consequences. Right. So it’s a very much a [00:03:00] about creating the right environment to uptake the new information.

And we have found a lot of help from. Manufacturers and suppliers in the industry to sponsor us because obviously it behooves them to have their materials in the hands of trainees. So we’re also able to help companies come up with, uh, new solutions, try new products.

Speaker 2: Mm-hmm.

Alfred Crabtree: New, uh, you know, what’s the best practice.

For this, if you’re up on Blade and you have a way of top coating and you get a new product and your way of top coating doesn’t suit that product, well chuck it down. I’ll never touch it again. Yeah. Because I did not perform well here we can, we can give you training. We have, of course, been trained by the suppliers about what’s the best product to use, what’s the best way to go about things, and then, and then we can disseminate it.

So that’s the fundamental reason why the space is. Is [00:04:00] what it is.

Joel Saxum: Yeah. And I think that that’s, that’s a good segue to be honest with you, right here, right behind these doors you have a classroom. That’s right. Right. So in this facility, all composed in one, we have a classroom here we have your additive and subtractive.

I liked how you said that to us when you’re giving us the tour. Uh, but we’ve got a, a grinding booth basically over here and we’ve got, um, a layup area here where you can teach. 16 people at a time.

Alfred Crabtree: That’s right. Yeah. That would be max

Joel Saxum: for sure.

Alfred Crabtree: Yeah.

Sheryl Weinstein: And in a vertical surface, so, ’cause all the stuff that you’re doing in the field, right, is always in a vertical surface.

Mm-hmm. So there’s a, there is a big difference between working where gravity is sort of against you, especially with larger laminations and things like that. So being able to do your training and simulate the same, a similar way that you would work in the field is pretty critical, I would think.

Allen Hall: And actually working on.

Actual repairs. Simulated repairs, yeah. Mm-hmm. Now, don’t explain how you created them, because I know secret sauce. It’s a secret sauce. Yes. But I did look at the blade [00:05:00] damage. It, it looks exactly like a lightly strike. Yeah. Which a predominant amount of repairs are about, unless there’s, you know, serial defects, as Cheryl has pointed out numerous times, but.

Being able to repair something that’s quasi real is critical because we’ve been to other places and the repairs are, well, I’ll take a hammer and I’ll hit this and, okay, sure you got a DA, you gotta repair that. But that’s not real. And getting, getting the people to use the tools in the right way, vertically

Speaker 2: mm-hmm.

Allen Hall: Is the key. Because although the, the, the article, the test sample isn’t moving around like you are up on a blade, it’s still difficult. And unless you have the proper techniques and the approaches, yeah, it’s gonna be dang near impossible. We explain some of the blade repairs that Joel and I have seen more recently is like.

It’s a little rough and it shouldn’t have to be so rough because it is a skill that you have to learn and acquire over time. But you have to know the fundamentals. That’s what Blade Repair Academy is here to teach you those [00:06:00] fundamentals. Like, yes, it’s gonna take time, but if you work it this way, at least you’re gonna be successful.

Alfred Crabtree: Yeah. And if you’re managing a team of employees who are doing this, it, it would be great to have the insight of what your teams. Strengths and weaknesses are, yeah, you can figure out how to deploy people, but also how to, you know, maybe fix some of those problems. Mm-hmm. Our panels that you brought up are standardized.

Everyone looks exactly the same. It’s the exact same makeup, and we standardize the damage. So when somebody has to repair damage here, the core removal size is the same on everyone. That way when we’re comparing the reports, you can actually have a apples to apples comparison of the, the trainees. Outcome.

Speaker 2: Mm-hmm.

Alfred Crabtree: And now you, you know, in, in the model that you talked about where people will go to a, you know, their junkyard of blades and they’ll find spots on blades to put their eight guys on. Those eight people are not gonna be doing the same repair. And even if they are collecting data, what are you [00:07:00] comparing?

It’s not

Joel Saxum: apples to apples. Yeah. It’s not.

Alfred Crabtree: So we really tried to start from the beginning, fresh with a whole new idea of how to approach this. Mm-hmm. By not being attached to an ISP, we don’t have to deal with. Oh, here, use all our leftovers. Yeah. Yeah. That’s your training budget. Yeah. Yeah. And oh yeah. We, you know, we’re an, we’re a owner operator, so yeah.

Go work on that blade in the grass. Mm-hmm. That those limit what precious time we have available to train. Yeah. So this thing from the ground up is about. Making as much advance in the skillset and understanding that technician in the, in the week that they’re here.

Joel Saxum: I think that was a really cool thing we touched on as well.

Your, your team here as well, Cheryl. Thanks for traveling up to, to hang out with us. Offer some insights too. But you guys, because you’ve been in the people that have developed a curriculum yourself, Cheryl, your, some of your team sitting over here, uh, and, and people around the industry that have helped out with the place, you have the ability of like, okay, we have.

Eight brand new technicians. Let’s make [00:08:00] sure we walk through how to measure from the trailing edge to the blade center up, mark this thing out, these kind of things all the way to some stuff that I didn’t really think about that much. Like I’ve used an angle grinder before, right? But I’ve never looked at five different ones and decided which one would be the best for my hands.

Thinking about it up on the blade, how you’d handle it with your fingers, these kind of things like, I was like, man, that’s, those are real insights that you’re not gonna get to learn. Like why put someone up to let them have a whole season or a whole summer, two summers figuring out how to hold a grinder?

Well, when they can learn from someone that’s been doing it for years and years and years and can teach them these things. So from advanced or from very beginners learning fundamentals to advanced training, you guys have gotta cover here.

Alfred Crabtree: There’s something here to glean for everybody, and even if you are a well experienced technician, maybe what you’re gonna get most is learning how to talk the language of the new techs and the new hires who are getting the.

Introductory course training. You know, our, our el our basic course is called support. It’s 40 hours [00:09:00] and it’s really about making, uh, an employee who can support a lead. And then if that person follows up with the lead training in a whatever interval of time of their choice, which is kind of another benefit here, we can train you any week of the year.

That is where we start to really get this, we call it the retention vortex. Right where we layer up technician training and somebody who’s had level two now gets a level one with them. Now there’s some synergies. Now they’re getting some really efficiencies. A commonality of language, a commonality of process, you know, eliminating variables.

Uh, and that’s how you’re gonna have to build new net capacity and build new teams

Allen Hall: and that common language. Is really unique, but that comes from your experience in the field, mostly at rope partner, where you both really got your teeth in this industry.

Speaker 2: Mm-hmm.

Allen Hall: But communicating to one another correctly so you can pass along to the next crew or even explain what you did to the engineer, the.

Properly [00:10:00] there is. There is a culture to it. There is a language to it, and you just don’t pick that up. By going from wind turbine to wind turbine. You pick it up in training from someone who knows how to do it. It’s really critical.

Sheryl Weinstein: It’s pretty critical to have baseline training. I think it is also very important to follow it up with field experience and skills building because every blade model is different.

Every repair is different. You’re always gonna encounter something that deviates from that like standard approach to your repair. You have to kind of know how to problem solve, and that kind of only comes with the field experience, but having a more standardized training to start with, it’s something that industry doesn’t really have and is really needed.

I think across the board it also helps, you know. Owner operators or even OEMs kind of track their ISPs and understand what level of text do you have, what experience do they have and how, how does that differ across their different [00:11:00] levels? If we have one ISP training one way over here and another one training another way over here, and they have different sets of certifications.

It’s really hard to keep that all together and evaluate it as an owner operator or an OEM, you know, using a vendor. So I think having a place like Blade Academy that’s agnostic and separate from like, you know, the actual ISP really helps to standardize that a bit more.

Allen Hall: Yeah, because the key is we’re getting to, well, we’re gonna cross a hundred thousand turbines in the United States pretty quickly.

Yep.

Joel Saxum: Before 2030, or probably rated about 2030.

Allen Hall: Right. That’s. Soon. Mm-hmm. How are we gonna manage that? And there’s a lot of new people coming into the industry, obviously. How are we gonna train ’em up properly? How are we gonna communicate to one another? And there’s just so much movement in the industry. I.

It makes it hard, I think, because weirdly enough, I think ISPs develop their own little culture about how to deal with things, and then they hop to the next company and it’s a different language. Exactly. And that needs to go away. Yeah. There’s a,

Alfred Crabtree: there’s a branch of business that’s [00:12:00] OEM centric and there’s a branch of business that’s asset owner.

Yeah. Post warranty. And those are really two different things. And, and there’s a veil of secrecy between one and the other. Yeah. And we kind of feel here at Blade Repair Academy that we’re like this polyglot that can talk to everybody because we don’t have, we’re not an ip You’re not competing, we’re not an O You’re not competing.

Yeah, we’re not competing. But we, we, you know, we have the, we wanna provide this data as a clearinghouse. You know, we talk about certification in the non standards. Well, the way we deal with it is we’ll give you a certificate. And it’s got our brand on it. But you know, what does that mean? Yeah. What? That And $4 will get you a Starbucks the way we do it, maybe not even then.

Right? The way, the way we, not four bucks

Sheryl Weinstein: for Starbucks, maybe 10

Alfred Crabtree: and a half hour wait in the line. But the way you know, what we do is we provide you with a deliverable. We knew, we knew that. Okay. Our certification is, you know, ether.

Speaker 2: Mm-hmm.

Alfred Crabtree: But [00:13:00] this report. That everybody who comes through here generates that you can compare.

Now you’re gonna have to go to work and study these reports when you get ’em as a deliverable.

Speaker 2: Mm-hmm.

Alfred Crabtree: As a, you know, an employer, but we we’re giving you what you need. Mm-hmm. To make some decisions about what do I have to work on, what else do we need to improve upon?

Allen Hall: Yeah. Not everybody’s built for this job, but you wanna be able to suss that out.

Earlier rather than later. Yeah. Right. I mean, there’s other things to do with wind turbines that don’t evolve blade repair. And if they don’t necessarily have the skillset or the comprehension to do some of these more complex things, maybe blade repair is not it. Right. But rather know that now. Yeah.

Right. And the Blade Repair Academy is a place to do that because there’s a standard there, right? Mm-hmm. And I, I, as Joel has pointed out, yeah, there’s a lot of erratic training that goes on. Mm-hmm. You can’t compare student A to student Z. Blade repair academy. You can.

Alfred Crabtree: We can. Mm-hmm. Right.

Allen Hall: And if, if I’m an ISP, I want that.

Sure. I want you to tell me [00:14:00] who’s on top and who’s kind of the middle so I can make decisions about where to deploy ’em and who and who to put ’em with.

Joel Saxum: Yeah. ’cause at the end of the day, every ISP, uh, every ISP that’s trying to grow and scale effectively is trying to do that at the end of the year, right?

Yeah. They’re looking through, they’re grading their technicians, finding out who’s the next lead, who’s this, who’s that? But this is a great way to do that, sort them through in a controlled setting. I mean, we sat in, in your training facility in the actual classroom here, and you walked us through some of the online, the online training platform that you have built.

Some of the things the students have to do before they get here, and then kind of how you walk ’em through things, and it’s impressive. It’s good stuff, right? So when you have that combined with the both sides of blade repair, subtractive, additive, right? You get to get this, this holistic view of what that blade technician can do.

Yeah. Right? And that’s, that’s one of the things you guys offer here, which I think is fantastic.

Alfred Crabtree: Yeah. And we’re trying to constantly improve, you know, we’re talking with OEMs about dissemination of operating procedures or work instructions, share with us [00:15:00] work instructions. We’ll build analogs. That we can train to.

Mm-hmm. And we can test off of it. We can verify skill sets. You know, we have a lot of serial flaw campaigns out there that are critical. And do we wanna unleash anybody on it or do we want to know that those people can do it? I think everybody wants to know that they can do it, whether they’re the.

Technician themselves, or the person writing the checks.

Speaker 2: Yeah. Mm-hmm.

Alfred Crabtree: Everywhere in that loop wants to Now not everybody wants to pay for it. Yeah. But we all need it.

Speaker 2: Yeah.

Alfred Crabtree: And so somewhere along the line, you’re paying for it in the forms of our favorite acronym, COPQ. That’s

Joel Saxum: right. Cost support, quality. You know, speaking about the idea of serial defects or known problems in the industry and how to prepare people for those, how do you prepare people for those?

Well, they gotta get the experience by just. Grinding away Top coat and getting into him. I walked in here and I looked at this blade sample we have here, and I was looking at it and I go, it looks like a 48.7 C Oh yeah. Buddy walks over you like our 48.7 C I’m like, [00:16:00] man, you guys did a good job on, you know, like, so, so I made a lot of money on 48.7, you know, so to walk in here and see these different tickets that you guys have built, you know, carbon plank and different things with carbon spars and hey, we’re gonna do a carbon spa repair.

We have this boom, now we can work on it. Mm-hmm. You know, and we’ll

Alfred Crabtree: work with you to solve your problem in a really quick, efficient manner. Mm-hmm. You know, I think one of the things that we have is operational readiness. Most people who are training in-house flip their hat around for a couple weeks and train composites.

Mm-hmm. In a limited capacity in the warehouse or at the dock at the truck during January. During January, whatever. And then they flip their hat back on and they go deal with it. And I think the hiring situation is so tough. Like working at Height, you probably need to make sure somebody can tolerate working at height.

Yeah. Before you invest in composite training, I mean. You have so many things you have to juggle in your particular situation. When do I put money in this person? We get that. [00:17:00] And so we’re open all the weeks of the year. So we can do this at any time. Of course, everyone wants it in the end of first quarter.

Mm-hmm. You know, right before the season starts. So we have a, you know, you have to, you gotta schedule with us, but we can really do this anytime. And so you don’t have to one and done and live with it.

Speaker 2: Mm-hmm.

Alfred Crabtree: You know, it. You can fit the training into your hiring schema wherever you feel fit, and you can hire people.

And if there are stars, bring them in for their secondary, they’re execute their lead training whenever you want. You know, so you can, we can be very flexible and in the advanced stages we will make what you need, you know, obviously has to make business sense for us, but we’ll make blades to replicate the problems you’re facing.

Sheryl Weinstein: And I think in terms of like what you were saying when you’re working on, you knows whether we wanna call them recurring issues or serial defects. A lot of it is awareness, right? It’s awareness [00:18:00] of understanding the blade structure, at least at a basic level. It’s awareness of understanding what you’re looking at.

It’s, you know, we’re only gonna better inform the industry and the OEM if our technicians have a level of awareness to sort of bring up things that they see as they’re doing repairs. So if they notice that, for example, the, the fibers are misaligned, right? That could indicate that that was a wrinkle, and them having that level of communication or documentation will only help then inform the OEM.

Like, is this the reason behind that problem? And so I think like. You know, with Alfred and, and the curriculum here at Blade Academy, them kind of, you know, setting a standard for how, how you know, the structure of the blade, the different types of blades you may see, whether they have carbon fiber in them, or you know, fiberglass, UD spars.

Where those things are located, [00:19:00] what to be aware of as you’re removing damaged material. It’s really critical to the overall quality and just the awareness of the tech on the blade and that feedback loop that we’re lacking so much in this industry.

Alfred Crabtree: Yeah, for sure. Yeah, and we have our boilerplate products that come from, you know, like, uh, Cheryl was my mentor at RP and wrote partner, and she taught me a lot and a lot of the.

The, the way we do things here comes from the rope, a rope access paradigm, which, you know, actually is backward compatible because if with rope access, you’re doing things alone.

Speaker 2: Yeah.

Alfred Crabtree: So if we’ve have ways and, and processes that allow that to happen alone, then when you’re on a basket or a platform with an extra person, you can only benefit Yeah.

That much easier. Yeah. Um, it’s where we come from, you

Joel Saxum: know, and, and that’s a good point, right? Like when we’re sitting here, rip Blade Repair Academy. Alfred, you’re here. Cheryll, you’re joining us today. These are two X blade technicians that have been on all kinds of blades. They have been up and down on ropes.

So it’s training by [00:20:00] trainers who have been the technicians that’s important. Who have seen the problems. Yeah, yeah. You know, who have lived, have lived that road life. We talked, you’re joking about living in hotels, right? Mm-hmm. Like that have done, gone through that, right? So you’re learning from people that aren’t just like, oh, I hate the idea of going to a university and learning HR or something, whatever, from someone who’s never done it in the real world.

Yeah. You know, uh, the trainers here have done it in the real world, um, and it shows.

Alfred Crabtree: Thanks, man. And you know, the other thing too is our tagline is practical and contemporary. And the thing is, I’m no longer contemporary. Like I left the field years ago. I rely on folks like Cheryl, who’s still in the, in the Blade Services game over there at Skys Specs.

She’s on, she’s got a full subscription to the cereal floss that are out there.

Joel Saxum: Yeah. Probably the best one in the industry, to be honest with you.

Alfred Crabtree: Well, you know. Uh, I think so. I don’t know anything about serial flaw, but it’s, it’s input from the rest of the industry that’s gonna allow this to continue.

Otherwise, we’re gonna be, you know, [00:21:00] a 10-year-old standard that isn’t relevant anymore and that’s not what we want to do. So, outreach like Cheryl and I are talking about, Hey, what is it in your product line that should be in our product line? And I want to talk to OEMs and, uh. Owner operators, you know, what is it?

What are your pain points? What in your fleet is needing attention? And of course, we’re gonna do all this with the business case, right? Mm-hmm. Like we wanna take LEP products and place them head to head and give a two day clinic or seminar to stakeholders, to purchasers. You know, we wanna give our, our two, our five day course condensed into two days.

Where people who are stakeholders who are making decisions about where to place technicians, they should get out here and gr and grind a little bit and get a little empathy for their position. Hard work. The hard work of the

Sheryl Weinstein: hard work that it is. Yeah. And then kind of understand

Alfred Crabtree: from another side where the [00:22:00] communication breakdown is.

’cause it’s, it’s not all the texts, right? Mm-hmm. You know, they have a, you gotta understand how heavily loaded they are, you know, when they’re in the field. Mm-hmm. Um, so we’re, we’re at the place now where we’re really looking to do some outreach and talk to, uh, regulatory bodies that are starting to come up with standards, right?

Like the IEC group met and pro produce a draft standard and they’re gonna work on the repair standard. And that’s a, a little bit of a ways away, but I can’t sit around and wait for, for standards to come to me. So we got this thing started. If you build it, they will come. You guys came, you know, Cheryl came and, um.

We we’re really proud of where we’re at, but at the same time, it’s like, okay guys, the rest of the industry, now we’re here. Now you need to know, now you need to take advantage of us. Mm-hmm. And help tell us what you need. So I think the

Sheryl Weinstein: LEP thing is a really good call out because I do see a lot of customers questioning what do I choose?

How do I know [00:23:00] what to choose? Absolutely. Should my vendor be telling me what to choose? And that’s what happens in many cases, is that the ISP just kind of tells the owner operator. This is what you should use. Well, why, and, and what, you know, how have we ever really sized up like one against the other?

Like in any true, I don’t know, study? No. And a lot of the, a lot of the like. Those different types of LEP, the, the companies that you know have these, they don’t have a lot of good documentation on showing like how their products stand up. I mean, it’s kind of, it’s more theory based than anything. I mean, they put ’em through rain erosion tests and whatever, but.

It’s, I feel like that’s a tough space. It’s also a very, like, um, a very tough scope of work to have high quality at. So more training around it is necessary. You know, repair companies don’t wanna use their high skilled repair techs for the LEP because they need them for the more complex repairs [00:24:00] yet. The LEP is so susceptible to quality issues, and if you’re gonna pay an extreme amount of money to, you know, put the LEP to fix your erosion, put the LEP on blades, hope for a performance improvement, and then it fails in a year.

I. That’s no help to anybody. So these different products, they also come with different price points. Like, can we really value the shell over the coating? I, I just find that this is a tough space. And so doing something like that and doing more training around LEPI think is probably pretty important. Yes.

You know, unless the robots are gonna take it over and then, well, even then, I think it’s the only app.

Allen Hall: The application, that’s the variable there. And not having people trained up for that particular LEP product is a huge problem because it’s super risky. You’re risking all that money and time and having to do it all over again and removing LEP that has been improperly applied.

It’s a nightmare. [00:25:00] Nightmare. Total nightmare. You don’t want that to happen. And I’ve seen sites where that’s happened, getting technicians. Trained properly for the right material and doing that here up in Tennessee is, is the right approach. It’s risk reduction, which is what the industry is in right now.

Risk reduction.

Alfred Crabtree: Yeah. Yeah, we, we’ve beliefs. That’s a great way to put it. You know, if you hire somebody. We were talking earlier how there are like two models. One is like the New York Yankees, where you’re going to be buying all the expensive free agents. You can poaching people from other, you know, trying to get experienced talent.

You’re paying a premium for them, but you aren’t gonna know until halfway through that season how that person is performing. Yeah. You know, that is a lot of. That was, that is a lot of variability that you could control. Mm-hmm. And in a seasonal business, those weeks are really multiplied by two or three.

Right. In terms of like the impact on your revenue and your opportunity to make money. It’s risk reduction, like Alan was saying. Yeah. It’s

Allen Hall: all risk, right? Yeah. And the, [00:26:00] the way that the industry is moving and the pace at which is moving right now, risk reduction starts to move to the top five years ago.

We do a lot of risky things because we’re making money. Interest rates are low and, but today we cannot afford to do that. And if you watch the industry change right now, it is gonna be more focused than ever in having proper technicians on site that they complete the job that they were intended to do.

Precisely, accurately, and once, not twice. Once. Yeah. And that is gonna be the marker of the, whether this industry grows or not. Mm-hmm. And that’s why Blade Repair Academy is needed so much. Now, Alfred, how do you interface with the ISPs, OEMs, and the operators in terms of getting people out here? How do they, how do they push that button and say, Alfred, I’m gonna send you 40 technicians next week.

How does that, how does that go? I don’t quite have that down

Alfred Crabtree: yet. But, uh, you know, it, we talked earlier, it’s a small world. You know, blade repair is small. There [00:27:00] we mentioned if you, there’s a hundred people in the industry you need to know and then you’ve covered it. Um, our, I think we’ve been, we’ve been kind of riding this new wave of like, oh, who’s this new kid on the block?

And, and we can kind of be quiet and still are mysterious. And I pop up at a conference and host a round table or whatever. Uh, so far. It’s mainly been our personal network, which is large enough in this gig to, to get people in. ISPs are much more likely to do it small is ISPs are much more likely to do it.

Owner operators, they’re trying to build their training centers. They have a little different, that’s a different model though. It’s a different model. Um, they’re, they’re tougher to get. So primarily it’s been ISPs. We have definitely a, a, a curriculum for new hires, right? We call it support, but we’re [00:28:00] reluctant to go sell that to the street or to the public.

Like, Hey, enter the industry here, because we don’t quite yet have that, you know, guarantee that people will recognize our certificate and. Use it to hire people. I don’t quite have that system in place. However, I have so much interest from the Department of Labor to support us in creating an occupation.

They want us to build apprenticeship programs. We need corporate sponsor, we need a big employer or to to buy in, and then we can create an apprenticeship program. Then we can find public money for people to get some support to get into a new, a new industry. So, well, they

Allen Hall: need to come out here. They need to come out to Dunlap.

And visit the facilities, talk with you, understand what the philosophy is, see it up close. There’s a lot of them have been to other places. Sure. And see what the differences are here. And, and that’s gonna be the decision maker. They’re gonna see what the product walking out the door is and [00:29:00] go into the classroom and, and get the grinder, right?

Yes. Get, get your hands dirty a little bit. Yeah. And realize, yes, this is what I was looking for to begin with. I just couldn’t find it. And I found it here in Tennessee.

Alfred Crabtree: Yeah, I, I think you’re right. And, and we, we are slowly, you know, bringing people in that we know, like the reason why y’all are here and some other folks have visited us this week is because o and m was in Nashville.

And I was like, come on, come on. We’re only two hours away. We’ll buy you lunch. Come on. Pretty place. Yeah. You have to see this place to understand it because we are sort of, you know, outsiders, right? I mean, we’re, we’re from the, the industry, but we’re not. We’re not a spinoff of any company. We’re not a division of an ISP.

We’re totally organic and unique in a, in a part of the world that doesn’t have any wind. So, yeah. Uh, but once you get here, you get it. The economics make sense. You know, we couldn’t do what we’ve done anywhere else as cheaply as we’ve done, which means we feel like we’re super value rich for what you’re paying and for the amount of time that you’re spending [00:30:00] here.

Allen Hall: Oh, 100%. Uh. Let’s give the ISPs, the OEMs and the operators, uh, where to go. What’s the website? Where can they find you on LinkedIn?

Alfred Crabtree: We’re at blade repair academy.com. Uh, we’re located in Dunlap, Tennessee. We’re on Blade Repair Academy at LinkedIn. I’m Alfred Crabtree. You can find me there. Uh.

Allen Hall: Yeah, that’s where you need to go because that’s how the process starts.

If you want to have high level technicians that really know how to work on composites and are working with real materials on simulated, but. Pretty realistic damage. Yeah. Weirdly realistic. Yeah. Secret sauce. And to get some sort of validation and to kind of get graded. Mm-hmm. And so you have a, a, a sense of how they’re doing.

You’re going to have to go to Blade Repair Academy. You need to get out to Tennessee and you better check it out because I, Alfred, I gotta be honest, this place is gonna get crazy busy [00:31:00] and I’m gonna have. ISPs calling me saying, can you get a hold of Alfred and get me inside? Can you get me in? No, I can’t because it’s Alfred’s deal and Alfred’s gonna run this thing.

We’re very approachable and, but very approachable. Keep calling, he’ll answer and take care of you, but it’s gonna get busy because the philosophy here is the right one. Thanks. So congratulations for putting this together and thank you for the invite. Uh, it is been a pleasure to see it. It’s uh, it, it’s great to know that you are around and you’re helping the industry.

Alfred Crabtree: Thank you. We appreciate it and you guys are a great clarion for the industry. A great voice. So, uh, those words, uh, right in the fields. And I wanna thank Cheryl too for coming out. I haven’t seen her for a while. It’s funny ’cause today I, on my phone, you know, five years ago today, she and I were here before this business existed as rope partner employees working on r and d week doing infusions.

So, uh,

Sheryl Weinstein: the space has transformed. It’s amazing. Yeah. You guys have done a, a [00:32:00] really great job. Like I, yeah, I think you’re definitely pushing the industry into a, like a new realm. Bringing something that, that it really needs, you know, that we don’t have at the moment or that we didn’t have.

Alfred Crabtree: Yeah, well hopefully, uh, it improves everybody’s quality of product and the bottom line.

’cause uh, you know, that’s what we’ll do. We’ll affect your bottom line for sure.

Allen Hall: So Sheryl and Alfred, thank you so much for being on the podcast. Thanks guys. Right,

Sheryl Weinstein: thank you.

Rystad reports offshore turbine prices have jumped 45% since 2020, plus data centers squeeze US grids, Fortescue chases real zero by 2030, and GE Vernova battles Vineyard Wind in court.

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

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

Allen Hall 2025: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall, and I’m here with Rosemary Barnes, who’s been busy in Australia up in Sydney at a energy conference.

Rosemary, what happened this past week? 

Rosemary Barnes: Oh, yeah. I’ve been up in Sydney for the Smart Energy Conference and Exhibition. It’s a big… I don’t know if it’s the biggest. I think they get about 12,000 people or something through the doors. So yeah, it’s, it’s one of the big, maybe the biggest, um, energy conference in Australia.

It’s really focused on distributed energy households. So in the past, it was, like, nearly all solar, um, like rooftop solar. There used to be lots of installers that were there and, yeah, there’s heaps of solar [00:01:00] panels around in the exhibition hall. And over the last few years it’s been a mix of batteries and solar, and then now this year it was basically 99% batteries, 1% EV chargers, and almost not a solar panel to be seen.

I didn’t actually spend that much time in the exhibition this year. I mostly was, um, attending sessions. Andrew Forrest from Fortescue headlined, and that was really good. I haven’t seen him speak live before. Y- you know, he, he told about all the, like, good plans that Fortescue’s doing to get to real zero by 2030.

So he’s on a real rampage at the moment to try and get rid of the diesel rebate that we pay at the moment. We pay diesel users a, a, yeah, a fuel, fuel rebate. It was just cool to hear about y- you know, all of Fortescue’s plans, why they’ve got this big green grid that they’re building out in the Pilbara.

Um, I really liked when he said, you know, it’s not, it’s not magic, it’s, um, it’s just, what did he say? Like, maths, physics, engineering, and [00:02:00]economics, and a bit of courageous leadership. That’s what you need to make a green, a green electricity grid. So I really like that the, you know, engineering was mentioned, was mentioned there.

I did actually get the chance to ask him a question, too. Wanted to know, um, you know, like, Fortescue is, is really one of the most interesting things about the company is that they are using brand-new technologies or even not quite there yet technologies. I asked, uh, Andrew Forrest, I asked him, you know, like, how you make these bold, bold decisions, does it ever, you know, worry you that it’s not gonna work out?

And I was assuming he would say, “It doesn’t worry me,” um, because, you know, he has that kind of brash, confident personality. So I, you know, my follow-up was, what, what steps do you take so that you aren’t worried by it? And he said it does worry him, and he s- stays awake every night worrying, worrying about if these technologies aren’t going to work.

And that, uh, basically they try and have a really, really solid plan B that isn’t a [00:03:00] brand-new technology. So, um, you can, you know, infer from that, that if the– I mean, first of all, he said, “We don’t invest in the technology until they have demons- demonstrated with a good prototype that it’s likely to work.”

Um, but I guess that, you know, assuming that they’ve ran into problems in the rollout of all of these Naberebo towers, that, um, they have a backup of some conventional towers. 

Speaker 2: Yeah, uh, the, the Fortescue people, when we talked to them about, pfoof, probably six months ago, maybe a little bit longer, we were helping to build a farm out in Western Australia.

It was a small team, much smaller than anything you would see in the US, and it does sort of align with the Australian approach to it, is that you don’t need a massive team of people to do these projects. You just need to know what you’re doing, and that was really remarkable. So e- I’m not surprised that Fortescue is continuing on in, in different aspects.

It does seem like they’re pretty bold about their engineering approach and taking on massive projects that otherwise wouldn’t be [00:04:00] done and- 

Rosemary Barnes: It, it’s also really cool to hear, uh, Andrew Forrest or anyone from Fortescue talk because they’re talking about things that they’ve done. You know, like we have so much when you’re at these, uh, events and, you know, everyone’s doing these inspiring talks, it’s always about, “Oh, this is the possibility for the future.”

But Fortescue has actually, has actually done it. Yeah, there was a lot of, like, actual progress discussed at this conference. It wasn’t, “This is what we could do if we all joined hands and sang Kumbaya.” It wasn’t like that, you know? It’s like, this is what’s happening when the engineering is there, the economics are there, and the government isn’t standing in the way.

Um, y- you know, you can make a lot of, a lot of progress. And you know what? Like now we’ve got so much distributed energy in Australia. It’s the rooftop solar that we’ve been building for, you know, 20 years by now. Um, and it’s the, the batteries especially. Like it is a- starting to have a noticeable impact on electricity prices, and co- coal and gas are both reducing in the grid.

I think the last quarter of gas use in Australia was the lowest it’s [00:05:00] been since 1999. Like, um, yeah, so it’s, yeah, it’s, it, it’s dropping, you know? And so I think that that’s a really unique story for Australia is that households can actually really change the dial. 

Speaker 2: Well, can I ask you about that? Because the data center issue is popping up again in the United States, and one of the things about data centers is they feel like you, you’re gonna need a good amount of batteries to support if the grid hops on or turns off, that they wanna be able to support this data center, so having a buffer and batteries would make a lot of sense.

However, there’s not a lot of battery storage in the US at the minute versus a place like Australia where there’s a lot of it. Doesn’t it make a lot of sense to start putting data centers in Australia? I still don’t understand Why that hasn’t been done? Because electricity prices are cheaper, the land is available, the infrastructure’s there.

It’s going [00:06:00] to be, you would think, easier to build in Australia than it would be in the United States. What’s the dilemma there? 

Rosemary Barnes: I think certainly there are plenty of plans to build big data centers in Australia. Um, and now I’m gonna go, like, move a little bit outside my expertise, but I think that one of the issues is that at the moment, a lot of the data centers need to be quite close to where the work is happening.

So I mean, you’re always gonna need data centers close to any big city where people are, are using the internet. Um, but aside from that, you know, like, the tech sector in the US is much bigger, so the people actually developing, um, you know, training, um, uh, yeah, training AI models, um, are more likely to be sitting in the US and, you know, need a large amount…

Not all of their compute needs to happen nearby, but a fair chunk of it. And so I think that that is one reason why so far that’s where it is. Um, but it also doesn’t mean… I mean, there’s [00:07:00] plenty of smart, um smart computer types in Australia as well as the US, so you could start to see more companies moving, um, moving to where electricity is cheap.

I think that– And grid connections are fast. 

Speaker 2: The one thing you notice about using any of the AI platforms today is, like, there’s a built-in delay. Unlike when you’re on Amazon or any other s- active site, when you click, you want something to happen immediately. With AI, they, they build in a little wait process, which means you can have a data center anywhere, because you’re not expecting an instantaneous response from it.

That means, in a sense, they’re setting it up to be a global industry. There is more of a delay now than there was a month ago. And I assume that has to do with usage, and they’re trying to manage all the data usage, right? So electricity is one of the limitations in the United States. That’s evident right now.

The amount of data centers is a problem, so they’re trying to spread out the usage, and they are definitely… At least Anthropic is slowing it down. [00:08:00] I’d imagine all the other ones are doing the same thing. So it does open up the world to cheaper electricity. 

Rosemary Barnes: There’s heaps of really interesting work happening in trying to get, um, AI and data centers to be better grid citizens, not probably primarily out of the goodness of their heart, but because of two things.

One, grid connections are really slow, and so there’s a strong incentive that you can save, in some places, years off your development time if you can just bring in enough batteries, enough smart tech to make sure that you’re never going to, um, you know, add to peak, peak load in the grid, then you can- You know, change how things go.

It’s also a matter of, like, social license as well, because at the moment it’s probably not too bad. People don’t realize too much. But if people’s electricity prices start going up because, you know, grid had to be built out because of da- data centers, they’re gonna start getting pissed as soon as they realize what that is.

So I think [00:09:00] that, um, you know, these big companies, what do they call them? Hyperscalers. I think that they’re aware that that is gonna come and that that is a really strong incentive to do the right thing before they are made to do the right thing. Because, you know, like, if people got really upset then, um, you could easily have the rug pulled out from underneath a project that you thought was all set to go ahead, you know, could very easily be delayed indefinitely.

I mean, we’ve definitely seen in the US that- 

Speaker 2: Right. In 30 states in the US have already put prohibitions or limitations on data centers. That means there’s only 20 states left. Alaska is probably not a prime choice, Hawaii is not either, so you even have fewer. It does seem odd that when these limitations pop up that the discussion doesn’t move to other countries.

Australia being an easy one, because electricity there is practically free. It seems like a smart move, but they haven’t made it yet. 

Rosemary Barnes: Yeah, I mean, it’s not, it’s not [00:10:00] practically free in Australia yet, but I think that the, um, horizon, um, like the, you know, the outlook is it’s, it’s getting cheap. We… And we are finally seeing wholesale prices actually start to come down.

But there’s this really awkward middle period though, you know, like, because, um, at the moment we’ve still got all of the… nearly all of the coal generation there, nearly all of the gas generation is there, and you need to have it there until you build out the other stuff. But it’s like prices drop and drop and drop when you’ve got this oversupply problem.

But you’re gonna have the oversupply problem until you’ve got enough to start turning off, you know, gigawatt, two gigawatt, um, thermal generators. So it is a really weird middle, um, mid- mid-transition, I think is the term for it. You need planning. You know, you need… You actually do need… At some point you need a plan, and you need to execute it and expect that, like, every step you take is not gonna be better.

Y- you know, like [00:11:00] some steps you’re gonna take that are gonna make it, um, economically worse for the short term. But, you know, like, if you’ve got a mountain range in between you and your destination, then yeah, like it’s, it’s really hard going for a while. But you’ve gotta climb that mountain if you wanna get to the other side and, um, you, and you, you can’t do that without a plan.

Speaker 2: Well, what other place on the planet has or will have shortly unused gigawatts of old generation? I don’t think I know of one. It, it’s gonna be Australia So th-those gigawatt plants that were thermal plants that won’t be needed ’cause the price of electricity is so low, it does seem like a smart person would put a data center right next door to it.

Rosemary Barnes: No, but we wanna turn ’em off. I 

Speaker 2: don’t think you’re gonna be able to, Rosemary. I’m just saying, the world needs, uh, AI and it’s coming. 

Rosemary Barnes: We’ll see. I think that, um, you know, I did get quite energized by the event, the, um, SSE event that I was at this week because it’s like there are a few things that [00:12:00] Australia, um, you know, really has, like, an opportunity to be world leaders in.

And when you get to be the leader, then it means that the technologies that you invent to solve the problems that, you know, the early adopters have, you have the headstart on that. And, you know, as other countries follow in your footsteps, you have the opportunity to lead, lead those technologies. 

Speaker 2: As wind energy professionals, staying informed is crucial, and let’s face it, difficult.

That’s why “The Uptime Podcast” recommends PES Wind Magazine. PES Wind offers a diverse range of in-depth articles and expert insights that dive into the most pressing issues facing our energy future. Whether you’re an industry veteran or new to wind, PES Wind has the high-quality content you need. Don’t miss out.

Visit peswind.com today. So if you want to build an offshore wind farm in Europe right now, you had better be ready to pay. A new analysis from Rystad Energy shows that the turbine selling prices have jumped between 40% and 45% [00:13:00] since 2020. And here’s the thing, manufacturing costs only went up about 20% to 25% over the same period.

The difference is pure pricing power. And with GE Vernova out of the new offshore order book and only Siemens Gamesa and Vestas left to supply Western markets, developers are facing a seller’s market in the most critical of components. Nacelles and blades are where the bottleneck hits hardest, and there is no quick fix in sight.

So Rosemary, Siemens Gamesa and Vestas are leveraging the, the lack of com- competition, particularly from China at the moment, to gather market share and to raise prices, which I think everybody would agree if you’re on the engineering side of wind turbines, the prices needed to come up because there’s some work that needs to be done, and the engineering side has been pretty thin.

To make these turbines more resilient, [00:14:00] you’re gonna need more engineering, it can be a little bit more on the manufacturing side. That takes money So prices had to come up 

Rosemary Barnes: Yeah, I mean, I, I, I agree. It’s definitely n- not the case that everyone would agree. Anybody who has a spreadsheet and they’re trying to get the number, number right so that they can develop a new project is gonna say that it’s a bad thing, and it will also probably slow down development a little bit.

Although, I guess if there was a supply constraint, then that was already a natural, um, handbrake, so maybe there’s no difference. But I do think that, um, you know, and I’ve said it a lot of times, like, you know, wind power reduced, it had a really steep cost reduction curve through the 20-teens, and I think that it was just artificial.

You know, like it was driven by competition rather than true cost reductions in the technology. I think we undershot the price level that it needed to go for, and there just wasn’t enough money to do proper engineering, and, you know, w- we see that. Y- you know, you and I work in O&M, and we deal ev- every day with, with things where it’s like how did, [00:15:00] uh, how, how did they think that this technology was ready when they went and sold thousands of turbines with it?

And I know that the answer is not that, um, engineers were lazy or stupid or just didn’t s- see the problems coming up. It was just too, too fast a pace of technology, um, rollout, like new technologies combined with just relentless focus on, on cost. You know, like all of my projects, it’s just like you just have to reduce cost and reduce it and reduce it and reduce it and, you know, to the point where you’re making changes that you don’t have time to fully check.

Um, and, you know, then you have quality problems in the field. 

Speaker 2: What’s the effect of an Indian manufacturing company in Europe on the offshore marketplace? If like an Adani or one of the other, Suzlon, one of the, one of the big manufacturers in India decides to make offshore wind turbines at scale, [00:16:00] wouldn’t that dramatically shift the marketplace in Europe?

Rosemary Barnes: Yeah, I guess if you’ve got a new player, it’s always gonna shift things a bit. I don’t think it matters specifically that it’s Indian. Um, but a new player is gonna wanna be making sales and probably, you know, setting their price at the point that, that they need to, to, um, get those sales, maybe not initially worried so much about profits.

If we were talking about Chinese manufacturers in Europe, and we have in the past, if we’re talking about that, then I think that that is a bit more relevant which, which country it is because China, you know, has just like essentially infinite money to put behind it and can keep on going long enough. You know, like they don’t need to make a, a profit every single year or every single five-year period even.

They can think longer term. I, I, as far as I know, India is not quite the same as that, so I would expect it to be a bit more short-lived, but that’s always the risk that, you know, someone comes in and [00:17:00] undercuts, um, undercuts for long enough that it- causes the local local, uh, manufacturers to not be able to compete and shut down 

Speaker 2: Well, just knowing some of the operators that were doing offshore wind projects and their desire to bring in a alternative to keep prices to the level that they could accept, with Mingyang being shut out at the minute, they’re gonna have to look somewhere else.

So I think the only place they can find an alternative lower price competitor is gonna be India. Although the turbines aren’t at scale yet, I, I think you’ll see somebody make noise about it in the next six months on the operations side. 

Rosemary Barnes: I think the European manufacturer is a probably better place to just scale up.

Speaker 2: Well, let’s talk about GE Vernova for a minute, because the legal fight over America’s first large off-scale wind farm just got more complicated because Vineyard Wind reached commercial operations on April 24th, about a week or [00:18:00] two ago, and activated its purchase power agreement. Well, uh, now GE Vernova is using those very milestones against Vineyard Wind in court.

GE Vernova filed an emergency motion arguing that the activation of those contracts undermines Vineyard Wind’s claims of irreparable harm. But Vineyard Wind’s attorney says the project is generating at less than half of its 806 megawatts capacity, and GE Vernova’s work is still needed to get it there.

The next court hearing is set for this week. This little battle continues, and it’s– Although it seems fairly quiet, you don’t hear a lot of news reports about it in, uh, particularly the mainstream press, not too much about it, it– this has huge ramifications because as we talked about offshore wind over in Europe, if, if GE is truly getting out, and particularly if they’re in a fight with one of their largest purchasers of turbines, it’s gonna [00:19:00] disincentivize Europeans from even considering GE.

In my opinion, I don’t know how you would think that GE would be one of the options. Although you would like to have three competitors bidding on every project in Europe, I think GE’s taken itself out of the marketplace because of this, this lawsuit. 

Rosemary Barnes: Mm. You know what it reminds me of? It, um, it reminds me of the Justin Baldoni versus Blake Lively lawsuit that’s ongoing at the moment, where it’s just, like, mutually assured destruction.

Speaker 2: But at least they settled, Rosemary. They’re, they’re not fighting anymore. 

Rosemary Barnes: They settled, but they didn’t settle all aspects of it. 

Speaker 2: The only reason I know about that is because you keep mentioning it. So when I see it pop up, I would normally just let it go. But I figured Rosemary’s focused on this, I should probably at least dabble in it briefly.

That wraps up another episode of the Uptime Wind Energy podcast. If today’s discussion sparked any questions or ideas, we’d love to hear from you Reach out to us [00:20:00] on LinkedIn, and don’t forget to subscribe so you never miss an episode. And if you found value in today’s conversation, please leave us a review.

It helps other wind energy professionals follow the show. For Rosie, I’m Allen Hall, and we’ll see you next week on the Uptime Wind Energy Podcast.

Allen covers the Pentagon stalling 165 US wind projects on private land, New York stepping in to defend Sunrise Wind, New Mexico approving a 212 MW wind farm, Octopus Energy’s €584M European buying spree, and Europe’s tightening offshore turbine market.

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

Good morning, everyone. Here is a number for you. One hundred and sixty-five. That is how many onshore wind projects the Pentagon is now holding up across the United States. One hundred and sixty-five projects… on private land. Thirty gigawatts of generating capacity… frozen.

The American Clean Power Association says the delays began last August. Canceled meetings. Applications no longer being processed. Then in April… letters went out. The Pentagon said it was reviewing how it evaluates the national security impact of energy projects. That review has no deadline. This is the same justification used against offshore wind… the one courts have already struck down. And the administration has already paid nearly two billion dollars in taxpayer money to buy out offshore leases… paying developers not to build. Thirty gigawatts… enough to power millions of American homes… sitting in a stack of unprocessed paperwork.

But here is the thing about wind. It does not wait for permission.

In a federal courtroom in Washington… New York State just stepped up to fight. Attorney General Letitia James filed a motion to intervene on behalf of Ørsted’s Sunrise Wind project. A Rhode Island nonprofit called Green Oceans sued the Bureau of Ocean Energy Management back in March… trying to overturn the project’s federal permits. New York is not having it.

Sunrise Wind is a nine hundred and twenty-four megawatt project. Already under construction. Expected online next year. NYSERDA says the project carries eight hundred and seventy-five million dollars in economic benefits for the state… including nearly one hundred and seventy million dollars for the Town of Brookhaven alone. If it gets canceled… New York says those benefits vanish… tax credits expire… and replacement power would cost ratepayers far more. So the state is putting its name on the line… in open court.

Meanwhile… out in New Mexico… a different kind of wind story. Ten thousand acres of state land in Torrance County just got approved for a new wind farm. Two hundred and twelve megawatts. Enough to power sixty thousand homes. It will become the second-largest wind farm on state land. And it is projected to send nearly ninety-nine million dollars to New Mexico public schools over the life of the lease.

Now… across the Atlantic. Britain’s Octopus Energy just went on a shopping spree. Five hundred and eighty-four million euros… for seventeen onshore wind farms. Three hundred and twenty-one megawatts spread across France, Germany, and Poland. Ten farms in France. Four in Germany. Three in Poland. Combined… enough power for a quarter million European homes. Octopus now manages sixty-seven onshore wind farms across Europe. Zoisa North-Bond, Octopus Energy Generation’s CEO, said Europe has exceptional wind resources… but needs to move faster. Faster. There is that word again.

And then there is the supply side of the equation. Rystad Energy reports that Europe’s offshore wind market is running into a structural supply constraint. With GE Vernova having paused new offshore wind orders… the Western turbine market is now essentially a two-player game. Siemens Gamesa and Vestas. Turbine selling prices are up forty to forty-five percent since twenty twenty. Manufacturing costs? Up only twenty to twenty-five percent. The OEMs are recovering their margins… and developers are absorbing the difference. That is the new reality for European offshore wind.

So let us step back. In America… the federal government blocks thirty gigawatts of wind on private land. New York goes to court to protect a project already under construction. New Mexico approves a wind farm that will fund schools for a generation. In Europe… a British company spends more than half a billion euros on wind farms in three countries. And OEMs finally have the pricing power they have been chasing for years.

The push… and the pull. Washington pulls back. But everywhere else… the industry pushes forward.

And that’s the state of the wind industry for the 11th of May 2026.

Join us for the Uptime Wind Energy Podcast tomorrow.