『The Uptime Wind Energy Podcast』のカバーアート

The Uptime Wind Energy Podcast

The Uptime Wind Energy Podcast

著者： Allen Hall Rosemary Barnes Yolanda Padron & Matthew Stead
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Uptime is a renewable energy podcast focused on wind energy and energy storage technologies. Experts Allen Hall, Rosemary Barnes, Yolanda Padron, and Matthew Stead break down the latest research, tech, and policy.Copyright 2026, Weather Guard Lightning Tech 地球科学 生物科学 科学
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  • AC883 Joins Muehlhan Wind Service

    AC883 Joins Muehlhan Wind Service
    2026/08/13
    Lars Bendsen, founder and CEO at AC883, joins to discuss the Muehlhan Wind Service acquisition and Canada’s aging turbine fleet. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow. Allen Hall: Lars, welcome back to the podcast. Lars Bendsen: Thank you so much, Allen. Allen Hall: A lot has happened since I talked to you last. I saw some of the announcements on LinkedIn. I was really excited for you. So AC883 has news. Lars Bendsen: We have news. It was about a month ago now, but yes, things have been going very well. Allen Hall: Muehlhan has acquired AC883, which is a company you started how many years ago? Lars Bendsen: I started AC883 12 years ago. From my dining room table, basically. Allen Hall: Wow. And it’s grown to quite the business over time. Lars Bendsen: Yes, we have been expanding, especially the last five years after my son came in. He has been the main driver, so we’ve been expanding like crazy the last five years. And, well, getting older. Now we are at a point where we should extend, spend more. And then when Muehlhan, one of the biggest companies in the wind industry, looked our way, it was an easy decision to make. Very easy. Allen Hall: Muehlhan is well known for being a leader in the ISP world in Europe, and a little bit in America. They’re still making a presence here. That’s why they wanted to talk to you, I’m sure, because AC883 has a nice Canadian market. People trust you and rely upon you, because you bring the quality people over, plus you have all the resources to get to parts that you can’t acquire in Canada and the United States. You know who to call. It’s part of that Danish connection. And that makes a lot of sense, because I do think as we see the industry mature, those quality companies like AC883 are very valuable. They see them as being a huge resource to the industry. Lars Bendsen: As I said, it makes us really proud that a big company is looking our way, and it’s been a very smooth transition. As you were talking about earlier, the industry is maturing, meaning also big is getting bigger, and you need more horsepower, you need more muscle. And we also needed that, because we’re expanding and there’s only so much we can do. And we’re all getting older, so at a certain time you have to do something. Allen Hall: Sure, but it comes at a point where you’ve proven yourself time and time again. How many times have you grown an industry in your lifetime? You’ve done it many, many times. That’s why AC883 has always been the relied-upon source for so many things. Now Muehlhan brings a lot of advantages and a lot of horsepower to the organization. Because as you have gotten larger, you realize there’s a lot of back office things that need to happen. Safety, gear, equipment. It’s not just putting technicians on ropes out on site. There’s all the management of that. That’s where size matters. Lars Bendsen: Size matters, and also the whole health and safety perspective. You’re putting more staff behind the scenes than actually in front of the scenes. So it’s also extremely expensive. And now we’re expanding our offering, because under the Muehlhan umbrella we can do everything, including main component changes, which we didn’t do before. We decided before that anything we need a crane for, we do not do. Allen Hall: Right, I remember that. Lars Bendsen: Because it’s a completely different animal from a health and safety perspective, equipment, et cetera. And now in Canada, the company we’re going to be merging with, that’s what they do. They’re really strong in lifting and really strong in installation of turbines, complete wind farms. Where we are strong on the O&M side. And our primary customer is the asset owners. Allen Hall: Asset owners love you. Lars Bendsen: We hope so. We think so. Allen Hall: I know they do. Lars Bendsen: Where the other company is more focused on the OEM side. So there’s actually a really good mix in that. And we don’t step on each other’s toes, because we are focused on the O&M part and they’re focused on installation of turbines. So it’s a perfect match in so many ways. Allen Hall: And particularly in Canada, because the Canadian market is poised to put a lot of turbines up in the next couple of years. But at the same time, there’s an older fleet there, and spare parts is an issue. Some of the blades and the repairs are a little more complicated just because of the age of the turbine. And there are a lot of spares and components that you have access to and can bring into the Canadian market. You keep those turbines that ...
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    7 分
  • Danish Data Center Heats a Town, Vestas Breaks UK Record

    Danish Data Center Heats a Town, Vestas Breaks UK Record
    2026/08/17
    A Danish data center will heat a town with its waste heat, Sumitomo buys into Celtic Sea floating wind, and Cadeler orders two more vessels. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! Good Monday everyone. A data center broke ground in Denmark this week … and the plan is for it to help heat the town. Not a slogan. But a pipe. Let me explain. The project is called Dansk Data Center 1. They put shovels in the ground on August thirteenth at the Port of Esbjerg in southern Denmark. The owners are the pension fund PensionDanmark … the real estate firm Thylander … and Copenhagen Infrastructure Partners. That last name should sound familiar. Copenhagen Infrastructure Partners has raised about forty-three billion euros across fifteen funds … and builds energy projects in more than thirty countries. This time it is building a data center. Eleven and a half megawatts. By the standards of this business … that is small. But watch how they built it. The waste heat will go into the town’s district heating system … in partnership with the local utility … Din Forsyning. The cooling water runs in a closed loop and gets used again. And the plant can raise or lower its power draw to match whatever the Danish grid has to spare that hour. The chief technology officer put it plainly. The goal is for the data center not to be a burden … but an active part of a balanced energy system. Commissioning is set for October of twenty twenty-seven. Now … hold that model in your head. Because on the other side of the world … they are still doing it the old way. Centuria Industrial is a warehouse landlord. Australia’s largest pure-play industrial property trust. This week … in its full-year results … it told investors it is chasing more than two hundred and fifty megawatts of data center capacity. Some of that is expansion at sites it already owns. A twelve-megawatt building in Melbourne bought from Telstra back in twenty twenty. A small center in Toowoomba, Queensland. Another in Perth … leased to Fujitsu. But the rest of that plan is warehouses. Old industrial yards in Victoria and Western Australia that Centuria wants to turn into data halls. And here is the tell. For three of those sites … the company has already filed power applications. Not planning applications. Power applications. Because in this business … the grid connection is the product. Centuria’s head of funds management says Australian demand is now outpacing supply. He is not wrong. And he is not alone. So … two continents. Two data center stories. One built as a part of the power system. The other waiting in line for it. Either way … the load is coming. Which brings us to the people building the supply. Start in the Celtic Sea … about forty kilometers off the British coast. There is a floating wind project out there called Gwynt Glas. That is Welsh for blue wind. Up to one and a half gigawatts. This week … Japan’s Sumitomo Corporation bought a third of it. The other two thirds are held by EDF … and by Ireland’s Electricity Supply Board. Three equal partners. Now … Sumitomo has been investing in European offshore wind since twenty fourteen. But this is its first floating project anywhere in the world. And the timeline will test your patience. Consent applications do not even begin until twenty twenty-eight. Commercial operation is targeted for the late twenty thirties. That is a Japanese trading house writing a check today for electricity that shows up in fifteen years. The deal sits under a memorandum signed with the British government last year. Britain wants the Celtic Sea built. Japan just volunteered to help pay for it. Now up to Scotland. Vestas has installed the most powerful onshore wind turbine in Britain. It stands at Sanquhar II … between Dumfries and Galloway and East Ayrshire. The machine comes off the EnVentus platform … a bigger rotor married to a higher-rated generator. More energy out of the same wind. That project spent ten years in planning. And Vestas has more than six hundred megawatts of these machines under construction across Britain. But here is the argument going on inside the industry. Everybody is building bigger turbines. And yet a Vestas executive said this week … quote … we firmly believe bigger does not automatically mean better. Project economics are under pressure. In Germany and the Netherlands … you cannot get a blade that size under a bridge or through a village. Scotland is empty enough to try it. Britain now has about thirty-three gigawatts of wind … split about evenly between onshore and offshore. Onshore space is running out. So every new turbine has to do more work than the one before it. And then … there are ...
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    4 分
  • Vestas Shares Jump 20%, UK Blocks Ming Yang Factory

    Vestas Shares Jump 20%, UK Blocks Ming Yang Factory
    2026/08/18
    Vestas doubles second quarter profit and adds €4.7 billion in market value overnight. Plus EnBW finishes He Dreiht after a V236 blade break, the UK blocks Ming Yang’s Scottish factory, and India rules turbines are movable goods. The Uptime Wind Energy Podcast is brought to you by Weather Guard Lightning Tech, creators of the StrikeTape Ultra LPS retrofit. Subscribe to Uptime’s Substack newsletter. And check out Rosemary’s “Engineering with Rosie” Youtube channel. Have a question we can answer on the show? Email us! The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now, your hosts Allen Hall: Welcome to the Uptime Wind Energy podcast. I’m your host, Allen Hall, and I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And three out of the four of us will be in Melbourne Australia talking to a number of operators and interested parties about WOMA 2027. Matthew, where will we be the couple of days we’re in Melbourne? Matthew Stead: So, um, first of all, we’ve got the Pullman, uh, East Melbourne, which is, uh, where the venue will be for, for 2027. Um, so that’ll be our home base. Um, we’ve got around about eight meetings planned already. So what we’re doing is we’re talking to the operators and a few other industry, um, players about [00:01:00] what we need to talk about, how we’re gonna move the industry forward in Australia. Uh, so it’s gonna be jam-packed, but there’s a little bit of time left on the Friday afternoon if there’s any late-minute, um, people that wanna get in contact and catch up with us, um, for next Thursday, Friday, or actually Friday. Uh, so yeah, it’s gonna be a, a jam-packed time. I think we’re gonna be tired, too many coffees, and talking to all the key, all the key operators, uh, about what they wanna hear about and how we can move the, the industry forward. Allen Hall: And if someone wants to put an input into the WOMA panel about what will be discussed at WOMA 2027, Matthew, how would they do that? How do they get ahold of you? Matthew Stead: Well, we have a wonderful website, and that’s got all the details you could ever want. Um, you can also register on the website, so please register. Otherwise, um, I’m sure we’re gonna be a sellout this year for sure. So woma2027.com. Rosemary Barnes: I just wanna add that when people talk to [00:02:00] me about the event, they always say how they love that the topics are so relevant, and the reason why that they’re so relevant is because we make sure to go around to operators and find out what are the issues that they’re really dealing with. So anybody that’s thinking of attending, even if you can’t, you know, meet us up, meet up with us in Melbourne, get in touch and tell us what are the, yeah, what are the topics that you’re struggling with that you’re not, um, you’re having trouble finding enough information, having trouble finding the people that can help you. And y- yeah, like we take all of that information, and that’s how we come up with our agenda each year. And yeah, I mean, for us, that’s the, the main thing is that this has to be really relevant, up-to-date information for the industry, and we need your help to make sure it stays that way. I Matthew Stead: mean, that’s what we’ve done the last two years, so this is– we’re just repeating the formula, um, listening to the operators and getting the good topics and the good speakers. Allen Hall: Well, Vestas has had a good quarter. Uh, the, for the last couple of years, honestly, s- [00:03:00] Vestas has been really thin on margins. There was questions about it continuing on. Rising costs mostly, uh, supply chains, especially during COVID, were bad. Uh, and, uh, but for the most part, the shareholders stayed attached. Well, that story is changing rapidly. The world’s largest turbine maker posted second quarter operating profits of $400- €46 million, more than double what the analysts had expected, and it’s raised its full-year margin guidance alongside half-year results for the first time in a decade. The shares climbed about 20% in Copenhagen, adding roughly €4.7 billion of market value in a single session. Now, the chief executive, uh, Henrik Andersen, ha- put it plainly to, uh, uh, in a couple of news sources that something much bigger is happening and Vestas is gonna be the, the leader in wind. That’s how I read it, that everybody [00:04:00]at Vestas was super happy with the, the change in direction and things were moving up steadily. But a 20% jump in a day is remarkable. You don’t see that in large industrial businesses like wind energy. Matthew, this has real implications on what happens next for Vestas because success like this usually means more orders. Matthew Stead: Yeah, I wonder what’s going on under the hood there. Um, I mean, Vestas is a ...
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    28 分
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