『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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  • ECP Buys TPI Blade Factories, GE Pours Billions Into LM Wind Power
    2026/07/20
    Allen covers Energy Capital Partners buying TPI’s blade factories, GE Vernova’s $1.7 billion rescue of LM Wind Power, offshore wind cutting oil burn during a heat wave, Scotland’s Caledonia approval, and 19 states suing the Pentagon over stalled wind reviews. 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 Monday everyone. A few months ago, we told you about a Houston bankruptcy court carving up TPI Composites. Well, that story just got a whole lot bigger. On July sixth, TPI walked out of Chapter Eleven. Zero debt. New owners. A private equity firm called Energy Capital Partners picked up TPI’s blade factories in Iowa and Juarez, Mexico for about twenty million dollars. Twenty million, against more than a billion dollars in liabilities. ECP did not stumble into wind blades. They bought Calpine back in twenty eighteen, inherited seventy-seven power plants, and became GE’s biggest private gas turbine customer in the Western Hemisphere. That relationship, forged in gas turbine halls, is what brought them to composite factories. GE Vernova signed a five-year supply deal requiring it to send blade orders to ECP’s factories. GE is ECP’s partner, its customer, and was even the backup buyer if the deal fell through. So TPI lives on, leaner, debt-free, with locked-in demand from one of the biggest turbine makers on earth. But now, the other side of that coin. While ECP picked up two blade factories for twenty million dollars, GE Vernova recently pumped one-point-seven billion dollars into its own blade company, LM Wind Power. LM’s equity had fallen to negative 575 million euros. Revenue dropped ninety-six percent in one year, from 2.1 billion Danish kroner down to just ninety-three million. The Danish workforce, cut to about twenty-five people. LM Wind Power has lost money every single year since GE bought it in twenty seventeen. Nine straight years of red ink. So think about that. Two American blade factories now serve GE Vernova’s onshore business. One in Grand Forks, North Dakota, owned by GE, inside a division losing four hundred million dollars a year. The other in Newton, Iowa, owned by ECP, zero debt, five-year supply deal. The independent contract blade business that TPI Composites built is gone. Vestas took the India and Mexico plants in-house. GE’s supply is locked to ECP. The OEMs and their financial partners now own the factories directly. And that is a new era for wind manufacturing. Now, let us talk about what those blades are doing once they are spinning. Earlier this month, a brutal heat wave hit the eastern United States. Air conditioners running full blast. Grid operators scrambling to keep up. And off the coast of New England, two offshore wind farms stepped up. Vineyard Wind, eight hundred and six megawatts off Massachusetts. Revolution Wind, seven hundred and four megawatts near Rhode Island. Together they pushed hundreds of megawatts into the grid right when people needed it most. And here is the number that matters. Oil-fired power plants met about ten percent of peak demand on July second this year. Last summer, at the height of a similar heat wave, oil plants covered nearly fifteen percent. That is more than a gigawatt less oil burned. The projects that survived lawsuits, survived construction shutdowns, survived lease freezes, are now keeping the lights on in New England. Across the Atlantic, Scotland just approved two massive offshore wind farms. The Caledonia North and South projects in the Moray Firth, up to one hundred and forty turbines spread across one hundred and sixty-five square miles. Enough power for two million homes. Ocean Wind is leading the development with a commitment of about 1.7 billion pounds. And here is what makes this project different. Caledonia South will mix fixed-bottom and floating turbines, up to thirty-nine floaters. That blend of proven and next-generation technology on a single project is something to watch. Back in the United States, nineteen state attorneys general are suing the Department of Defense. The reason, wind project reviews. Federal law says any wind turbine taller than two hundred feet must go through a Defense Department check, to make sure it does not interfere with military radar or flight paths. Last August, the Pentagon stopped reviewing those projects. No explanation. No timeline for starting again. Maryland Attorney General Anthony Brown is leading the coalition, joined by attorneys general from eighteen other states including California, New York, and New Jersey. They want a court to force the Defense Department to start doing ...
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    4 分
  • PowerCurve Recovers India AEP, Silent Edge Cuts Noise
    2026/07/02
    Nicholas Gaudern, CTO at PowerCurve, joins to discuss India AEP gains, DragonScale VGs, and Silent Edge noise reduction. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining light on wind energy’s brightest innovators. This is the progress powering tomorrow Allen Hall: Nicholas, welcome back to the podcast. Nicholas Gaudern: Thanks, Allen. Great to be back. Allen Hall: So there’s a lot going on at Power Curve, and I saw some news online about Power Curve in India. Nicholas Gaudern: Yes. Allen Hall: Which is a new development. Nicholas Gaudern: Yeah, so we’ve been working in India for, for some years now, and we have, uh, more than 100 turbines out there with our equipment on, primarily vortex generators so far. And what we’re seeing in India is some of the highest AEP gains we’ve ever recorded with our vortex generators And I think a lot of this is being driven by the fact that in certain parts of India, there’s some very unique, uh, environmental conditions, climatic conditions, and there’s parts of the year, like the dry season up in [00:01:00] the north of India, where you’re getting this very sticky dirt accumulating on the blades. And it’s really quite dramatic when you see the photographs, but that means that the blades are actually starting to, to stall, have flow separation on them. Allen Hall: I’ve seen pictures of that. Yeah. I was really shocked at the time, uh, ’cause I didn’t know it was just kind of a black, gooey- Yeah … kind of tar-like substance- Yeah, yeah on the blades, and, uh, it, it was only on there a limited time. As soon as the monsoons come through and the rains hit, it would wash, eventually wash it off. Yes. But while it’s there, you could see the airflow over the blade surfaces. You, you could definitely see separation happening really early on those blades. Dramatic. Nicholas Gaudern: Yeah, absolutely, and I think the, um… Like you say, it’s not all year. No. But it doesn’t have to be all year to have a huge impact on, on how many, you know, megawatt hours you’re getting out the other end. So there’s a few months of the year where this problem is particularly severe, maybe sort of December through to February, something like that. And what we’re finding is that when you see, uh, the power curves for these [00:02:00] turbines, some of them aren’t even hitting rated power. They’re not able to hit rated power because there’s so much flow separation on the blades. Allen Hall: Wow. Nicholas Gaudern: And that, I mean, just imagine that. You’ve got a two megawatt turbine, for example. Maybe it doesn’t cast- get past 1.5 megawatts for this, uh, time of the year. I mean, that’s crazy. Allen Hall: Does the turbine try to adjust itself when that happens? Because the pictures I s- have seen indicates, like, the turbine is pitching the blades to, ’cause it knows- It can- … Nicholas Gaudern: what the wind Allen Hall: speed is- I mean, yeah … and it knows what it should be putting out, and it’s not putting that out. Nicholas Gaudern: It’s very turbine specific, kind of controller logic specific, but what we see is even the turbines that try to do something, they’re very limited in how much pitch authority they have from the controller. They might be able to just do a little bit, a degree. Okay. Two degrees. You know, very, very small pitch adjustments. And when you have this kind of dirt on the leading edges, a degree of pitch ain’t gonna save you really. Um- N- Allen Hall: no. And I think that’s what we’re seeing. And it’s not gonna get that power back. No, no. Nicholas Gaudern: No. Allen Hall: But does it add extra load onto the blade structurally over [00:03:00] time when you do that? Nicholas Gaudern: In terms of the pitching, or- Allen Hall: Yeah, in terms of the pitching, where you’re trying to be more aggressive on the angle of attack to get the power out of the turbine. Potentially. And the winds are still pretty strong, you just, the blades are inefficient. Nicholas Gaudern: I think it’s one of those things where there’s, there’s so many interconnected items with the dirt and the controller and the structure. It’s actually pretty difficult, I think, to say with confidence how much life impact you would have from that. But what I would say is the more that you might end up trying to pitch, if that’s what’s going on on some machines, that obviously puts wear on the pitch bearings themselves. But yeah, I think at the moment ...
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    27 分
  • Storm Damages ENGIE Wind Farm, Mexico Plans 7 GW
    2026/07/06
    Allen covers a storm that damaged ENGIE’s South Dakota wind farm, Sumitomo exiting two Belgian offshore farms, Envision’s loss in Denmark, and Continental building its own wind farm. Sign up now for Uptime Tech News, our weekly newsletter on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us! Happy Monday everyone. Sometimes … Mother Nature reminds the wind industry who is really in charge. Late last month … hurricane-force winds ripped through Hyde County, South Dakota … tearing into the Triple H Wind Farm operated by French energy giant Engie. One hundred and thirty-one miles per hour … as strong as a Category Four hurricane. More than twenty of the site’s ninety-two turbines … damaged. The two-hundred-fifty-megawatt complex is out of service … and turbine supplier GE Vernova is on-site now … assessing the wreckage. No injuries … but the governor declared a state of emergency. The machines that harvest the wind … taken down by the wind itself. Now … while one wind farm goes dark in the American plains … ownership is reshuffling across the North Sea. Japan’s Sumitomo Corporation has exited two Belgian offshore wind farms … selling its stakes to joint venture partner Jera Nex BP. That is the partnership between oil major BP and Japan’s largest power generator Jera. Jera Nex BP now has full ownership of the two-hundred-nineteen-megawatt Northwester 2 … and has raised its stake in the one-hundred-sixty-five-megawatt Nobelwind to eighty percent. Both farms operate out of Ostend, Belgium … and have been generating power since 2017 and 2020. Sumitomo walks away … Jera Nex BP doubles down. Meanwhile … in Denmark … China’s Envision Group is seeing red for the first time in fifteen years. The company’s global innovation center in Silkeborg … a strategic research hub for wind turbine components and advanced manufacturing … posted a loss of just under one-point-three million Danish kroner. That is a swing of more than one hundred fifteen percent from last year’s profit. The culprit is not the technology … it is the currency. The U.S. dollar fell nearly twelve percent against the Danish krone in 2025 … and Envision’s books took the hit. Revenue also dropped eighteen percent … but management says the underlying operations remained stable. The machines still work … the math just changed. And speaking of money flowing into wind … a Turkish energy company just tapped an unusual source. Aksa Enerji … the largest publicly listed independent power producer in Turkiye … has secured one hundred twenty-four million dollars in financing backed by China’s export credit agency Sinosure. The money will fund a one-hundred-megawatt wind-plus-storage project in the southern province of Mersin. This is the first renewable energy project in Turkiye to receive a license as a storage-integrated facility. Aksa now operates power plants across seven countries … with more than three gigawatts of total capacity. Chinese capital … backing Turkish wind … with battery storage baked in from day one. Now … here is a story that might surprise you. Continental … the German tyre maker … yes … the tyre company … is building its own wind farm. Three Nordex turbines … each standing two hundred sixty-seven meters tall … right next to its tyre factory in Korbach, Germany. When they are online … those turbines and the factory’s existing solar panels will cover two-thirds of the plant’s electricity demand. Fifty-five gigawatt-hours a year … powering rubber mixing and extrusion lines … directly from the wind. Continental calls it a model for its production sites worldwide. Cheaper power … more predictable costs … and less exposure to volatile energy markets. The wind industry just gained a tyre company as a customer … and a competitor for electrons. And finally … south of the border. Mexico has eight gigawatts of wind power installed today … more than thirty-three hundred turbines across sixteen states. But the next chapter is already being written. The government plans to add nearly seven gigawatts of new wind capacity this term … part of a broader push for thirty-two gigawatts of new generation overall. More than two gigawatts of wind projects are pending allocation right now … and the industry estimates this next wave could mobilize four to five billion dollars in investment … building thirteen to fourteen new wind farms before the decade is out. The final decisions come in October. Here is what stands out this week. The wind industry is no longer just selling kilowatt-hours to utilities … it is selling energy ...
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    3 分
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