『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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  • 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
  • Sunrez Products Expand in Wind O&M
    2026/08/20
    Bret Tollgaard, president at Sunrez, joins to discuss faster UV blade repairs, new leading edge materials, and growing OEM approvals. Reach out to sales@sunrez.com to learn more! 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: Brent, welcome back to the program. Bret Tollgaard: Appreciate you having me back on. Allen Hall: There’s been so much happening in the world of UV prepregs and UV adhesives over the past year. Particularly on LinkedIn, I’ve seen numerous repairs which have used your material, SunRes material, to fix some pretty decent, uh, blade problems. Are you seeing, just seeing a, a much wider adoption now that everybody has basically agreed that UV is the way to go? Bret Tollgaard: I, I really do think that it’s starting to become one of the go-to standards for a variety of repairs in the wind market. And yeah, it’s great to see both our prepregs and lights being used all over LinkedIn, showing the [00:01:00] capabilities of the materials and how happy customers are to use and adopt the materials. Allen Hall: Yeah. The UV materials are, are getting adopted by OEMs. A lot of ISPs, a, a lot of operators now have it as a standard practice to use UV cured materials just because of the speed and the time that is saved. Uh, it’s, it’s remarkable how much time you’re saving, because the, the real kicker right now if you’re trying to do a repair, even in the summer months, let’s just say it’s warm outside and the temperatures are right and it’s calm winds, you’re saving multiple hours per repair. What generally… How much time are you generally saving on a kind of a, quote unquote, “standard blade repair”? Bret Tollgaard: More and more time, actually, with each session. So we might be saving 50 upwards of 80% of the labor of a traditional epoxy repair. Um, what we’ve been training companies to do more and more frequently is to actually pre-consolidate the entire repair patch downtower, whether it’s in the trailer or inside the tower itself. Um, and so you can pre-consolidate, get [00:02:00] all the air out in between your layers, have the primer pre-applied to the backside. That way, when you’re actually uptower, it’s simply peel, stick, roll, and then cure it out with our UV light. Sub 10 minutes, uh, will get you a fully cured part. Allen Hall: Wow. That’s remarkable. Yeah, when I see those LinkedIn posts from all kinds of operators all around the world using your material I also noticed that the weather conditions may not be pristine like you would have to do with epoxy. So there, there’s like a band of temperatures that epoxy systems generally work in. But with the UV material, I’m noticing, I’ve s- I s- especially over the wintertime, I saw some cold weather repairs going on. Is there any limitation really to the UV cured patches and materials in temperatures? Bret Tollgaard: There, there really aren’t for the temperature ranges that people will actually be out and installing these. Some of my favorite photos are when it’s negative five Celsius outside and everyone’s got the big gloves, the big [00:03:00] scarves, the big warmers and everything, and they’re applying our prepreg materials, uh, in below freezing conditions and still curing with the same 10-minute cycle time. Uh, another big advantage of our UV prepregs is everything’s already pre-wet out, so you’re not uptower with your fiberglass and your resin kicking off an epoxy or even some other, uh, you know, materials out there where it’s really hard to impregnate and get that saturation and kick off with UV. And so our prepreg repair patches really lend themselves to efficiency in the field, uh, over a really broad variety of, uh, ambient temperatures. So some of the negative five, negative 10 C installs all the way up to the hot ones in Texas and India and Australia, where you’ve got these people and it’s 100 Fahrenheit or, you know, 35 plus C, and you still cure with the same consistency, the same cure rate, the k- same cure speeds, um, really, really makes it a very versatile system. Allen Hall: It just gets rid of the variation and, and [00:04:00] that’s one of the items when we look at repairs. So we’re on the lightning side of this business where lightning damage happens, so we see a lot of repairs happen. We also see a lot of repairs that don’t look great. They’re, I mean, the vast majority do look great, but you get these occasional ones where they’ve tried to use epoxy in the wintertime and use a heat blanket. It, it’s difficult to do. It, it ...
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    26 分
  • Germany Guarantees Offshore Prices, England Wind Surge
    2026/08/24
    Allen covers Germany’s new offshore wind price guarantee, England’s onshore wind revival, wind for Korean chip plants, and Aeris debt trouble. 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. Last summer … Germany held an auction for new offshore wind capacity. Not a single company bid. Zero. This week Berlin put forward a new law to fix that. The old system asked developers to pay for the right to build in the North Sea and the Baltic. TotalEnergies and BP bid billions of euros … then walked away. So the new plan introduces contracts for difference. Build the farm … and the government backstops the price of electricity. The offshore wind association wants abandoned projects … up to sixteen gigawatts … put back on the auction block under the new rules. That is fifty billion euros worth of wind farms waiting for a second chance. The cabinet vote could come as early as next week. Stay in Europe but head west. England just posted its highest number of onshore wind applications in a decade. About forty-five proposals. Before Labour lifted the Conservatives’ ban two years ago … applications averaged one megawatt a month. Now they are running at thirty-six megawatts a month. But here is the catch. The average English wind farm has just two turbines. Eight megawatts. In Scotland … the average is nine turbines and fifty-nine megawatts. England is back in the game. It is just playing small. Now cross the Pacific. South Korea selected Pacifico Energy Korea to develop the Jindo offshore wind cluster. Two-point-one-three gigawatts. That is the second and third phases of a broader three-point-two-gigawatt project off the southern coast. And here is the connection worth noting. The region is also building the Honam Semiconductor Cluster … a major chip fabrication site. Semiconductor fabs need enormous and reliable power. This wind cluster is being positioned as the energy source to feed it. Wind as baseload for chip manufacturing. That is a new kind of offtaker. Now head to Brazil. Aeris Energy makes wind turbine blades. This week the company told its creditors it needs to restructure again. Roughly three hundred and thirty million dollars in debt. Aeris already restructured last year. But revenue fell forty-eight percent in the first half of this year. The company lost roughly fifty-three million dollars. It tried to find a buyer. No one came forward. Remember TPI Composites filing Chapter Eleven in Houston last year? The independent blade business keeps getting harder. Back to North America. In Nova Scotia … Port Hawkesbury Paper is spending four hundred and fifty million dollars on thirty-one Nordex turbines. They will be the biggest onshore turbines in North America. Each one … six-point-nine megawatts. And they carry electrothermal technology that prevents ice from forming on the blades. They operate down to minus thirty Celsius. Last January … Nova Scotia’s existing turbines dropped from three hundred and fifty megawatts to seventy-five in a single evening when the cold hit. For anyone building in northern climates … cold-weather performance is no longer optional. And in Minnesota … Xcel Energy broke ground on two projects this week. A hundred-and-eighty-five-mile transmission line that can carry four thousand megawatts of new wind and solar to the grid. And alongside it … a four-hundred-and-twenty-megawatt natural gas peaking plant in Lyon County for the days when the wind stops. So what does this week tell us? Germany’s auction reform is the story to watch. If Berlin gets contracts for difference right … sixteen gigawatts of stalled projects could come back to life. England proves that removing a political ban releases demand … but the scale gap with Scotland shows that planning culture matters as much as planning law. The blade supply chain is still under stress. If you are in procurement … know your supplier’s balance sheet. South Korea is tying offshore wind directly to semiconductor manufacturing. That kind of industrial offtaker changes the project finance equation. And from Minnesota to Nova Scotia … the message is the same. Transmission … peaking power … cold-weather reliability. The turbine is the easy part. The system around it is where the money and the risk still live. And that is the state of the wind industry for the 24th of August 2026. Join us for the Uptime Wind Energy podcast tomorrow.
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    5 分
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