『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 Joel Saxum & Phil Totaro
無料で聴く

このコンテンツについて

 Uptime is a renewable energy podcast focused on wind energy and energy storage technologies. Experts Allen Hall, Rosemary Barnes, Joel Saxum and Phil Totaro break down the latest research, tech, and policy.Copyright 2024, Weather Guard Lightning Tech 地球科学 生物科学 科学
エピソード
  • WindQuest Advisors on Managing TSA & FSA Negotiations

    WindQuest Advisors on Managing TSA & FSA Negotiations
    2025/12/04
    Allen and Joel sit down with Dan Fesenmeyer of Windquest Advisors to discuss turbine supply agreement fundamentals, negotiation leverage, and how tariff uncertainty is reshaping contract terms. Dan also explains why operators should maximize warranty claims before service agreements take over. Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us! Welcome to Uptime Spotlight, shining Light on Wind. Energy’s brightest innovators. This is the Progress Powering tomorrow. Allen Hall: Dan, welcome to the program. Great to be here. Thanks for having me, guys. Well, we’ve been looking forward to this for several weeks now because. We’re trying to learn some of the ins and outs of turbine supply agreements, FSAs, because everybody’s talking about them now. Uh, and there’s a lot of assets being exchanged. A lot of turbine farms up for sale. A lot of acquisitions on the other side, on the investment side coming in and. As engineers, we don’t deal a lot with TSAs. It’s just not something that we typically see until, unless there’s a huge problem and then we sort of get involved a little bit. I wanna understand, first off, and you have a a ton of experience doing this, that’s why we [00:01:00] love having you. What are some of the fundamentals of turbine supply agreements? Like what? What is their function? How do they operate? Because I think a lot of engineers and technicians don’t understand the basic fundamentals of these TSAs. Dan Fesenmeyer: The TSA is a turbine supply agreement and it’s for the purchase and delivery of the wind turbines for your wind farm. Um, typically they are negotiated maybe over a 12 ish month period and typically they’re signed at least 12 months before you need, or you want your deliveries for the wind turbines. Joel Saxum: We talk with people all over the world. Um, you know, GE Americas is different than GE in Spain and GE in Australia and Nordics here, and everybody’s a little bit different. Um, but what we, we regularly see, and this is always an odd thing to me, is you talked about like negotiating. It starts 12 months ahead of time stuff, but we see that [00:02:00] the agreements a lot of times are very boilerplate. They’re very much like we’re trying to structure this in a certain way, and at the end of the day, well, as from an operator standpoint, from the the person buying them, we would like this and we would like this and we would like this, but at the end of the day, they don’t really seem to get that much negotiation in ’em. It’s kind of like, this is what the agreement you’re gonna take and this is how we sell them. That’s it. Is, is that your experience? I mean, you’re at GE for a long time, one of the leading OEMs, but is that what you’re seeing now or is there a little bit more flexibility or kind of what’s your take on that? Dan Fesenmeyer: I think generally it depends, and of course the, the OEMs in the, and I’ll focus more on the us, they’ll start with their standard template and it’s up to the purchaser, uh, to develop what they want as their wishlist and start negotiations and do their, let’s say, markup. So, uh, and then there’s a bit of leverage involved. If you’re buying two units, it’s hard to get a lot of interest. [00:03:00] If you’re buying 200 units, then you have a lot more leverage, uh, to negotiate terms and conditions in those agreements. I was with GE for 12 years on the sales and commercial side and now doing advisory services for four years. Uh, some of these negotiations can go for a long time and can get very, very red. Others can go pretty quick. It really depends on what your priorities are. How hard you want to push for what you need. Allen Hall: So how much detail goes into a TSA then are, are they getting very prescriptive, the operators coming with a, a list of things they would like to see? Or is it more negotiating on the price side and the delivery time and the specifics of the turbine? Dan Fesenmeyer: Generally speaking, you start kind of with the proposal stage and. First thing I always tell people is, let’s understand what you have in your proposal. Let’s understand, you know, what are the delivery [00:04:00] rates and times and does that fit with your project? Does the price work with respect to your PPA, what does it say about tariffs? That’s a huge one right now. Where is the risk going to land? What’s in, what’s out? Um. Is the price firm or is there indexation, whether it’s tied to commodities or different currencies. So in my view, there’s some ...
    続きを読む 一部表示
    28 分
  • Statkraft Sells Offshore Wind, Torsional Blade Testing

    Statkraft Sells Offshore Wind, Torsional Blade Testing
    2025/12/02
    Allen and Yolanda discuss Statkraft’s workforce cuts and sale of its Swedish offshore wind projects. They also cover ORE Catapult’s partnership with Bladena to conduct torsional testing on an 88-meter blade, and the upcoming Wind Energy O&M Australia conference. Register for ORE Catapult’s Offshore Wind Supply Chain Spotlight event! Visit CICNDT to learn more! 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! You are listening to the Uptime Wind Energy Podcast brought to you by build turbines.com. Learn, train, and be a part of the Clean Energy Revolution. Visit build turbines.com today. Now here’s your hosts, Alan Hall, Joel Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host, Allen Hall in the Queen city of Charlotte, North Carolina. I have Yolanda Padron in of all places, Austin, Texas. We’re together to talk to this week’s news and there’s a lot going on, but before we do, I want to highlight that Joel Saxon and I will be in Edinburgh, Scotland for the re Catapult UK offshore supply chain spotlight. That’s on December 11th, which is a Thursday. We’re gonna attend that event. We’re excited to meet with everybody. Over in the UK and in Scotland. Um, a lot of people that we know and have been on the podcast over a number of years [00:01:00] are gonna be at that event. If you’re interested in attending the OE Catapult UK Offshore Supply Chain spotlight, just Google it. It’s really inexpensive to attend, and I hope to see most of you there, Yolanda. There’s some big news over in Scandinavia today, uh, as, as we’re reading these stories, uh, the Norwegian State owned Utility Stack Craft, and it’s also one of Europe’s largest renewable energy companies. As, uh, as we know, I’ve been spending a lot of money in new markets and new technologies. Uh, they are in electric vehicle charging biofuels and some offshore wind development. Off the eastern coast of Sweden. So between Finland and Sweden, they’re also involved in district heating. So Stack Craft’s a really large company with a broad scope, uh, but they’re running into a little bit of financial difficulty. And this past July, they announced some [00:02:00] workforce reductions, and those are starting to kick in. They have 168 fewer employees, uh, by the end of this third quarter. 330 more expected to leave by the end of the year when all the dive are complete. This is the worrisome part. Roughly 1000 people will longer work for the company. Now, as part of the restructuring of Stack Craft, they are going to or have sold their offshore portfolio to Zephyr Renewable. Which is another Norwegian company. So Stack Craft is the Norwegian state owned renewable energy company. Zephyr is an independent company, far as I can tell my recollection that’s the case. So they agreed to acquire the bot, the uh, offshore Sigma and Lambda North projects, which makes Zephyr the largest offshore wind developer. Sweden, not Norway, [00:03:00] in Sweden. Obviously there’s some regulatory approvals that need to happen to make this go, but it does seem like Norway still is heavily involved in Sweden. Yolanda, with all the movement in offshore wind, we’re seeing big state owned companies. Pulling themselves out of offshore wind and looks like sort of free market, capitalistic companies are going head first into offshore wind. How does that change the landscape and what should we be expecting here over the next year or two? Yolanda Padron: We, we’ve seen a large reduction in the, the workforce in offshore wind in all of these state owned companies that you mentioned. Uh, something that I think will be really interesting to see will be that different approach. Of, you know, having these companies be a bit more like traditional corporations that you see, not necessarily having them, [00:04:00] um, be so tied to whatever politically is happening in the government at the moment, or whatever is happening between governments at a time, um, and seeing exactly what value. The different aspects of a company are bringing into what that company is making into, um, what, uh, the revenue of that company is, and not just kind of what is, what is considered to be the best way forward by governments. Do you agree? Is that something that you’re sensing too? Allen Hall: The COP 30 just wrapped down in the rainforest of Brazil, and there has not been a lot of agreement news coming out of that summit. Uh, I think next year it’s gonna move to Turkey, but Australia’s involved heavily. It was ...
    続きを読む 一部表示
    31 分
  • Europe Weighs Chinese Turbines Against Energy Independence

    Europe Weighs Chinese Turbines Against Energy Independence
    2025/12/01
    Allen covers the debate over Chinese wind turbines in Europe, from data security concerns and unfair subsidies to the risk of trading one energy dependency for another. 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! Wind energy is one of Europe’s great strengths. Providing twenty percent of European electricity today. Over half by 2050. That’s the plan. Competitive. Homegrown. Quick to build. Almost every wind turbine spinning in Europe today was made in Europe. By European companies. Assembled in European factories. Hundreds of factories across the continent make components for wind turbines. Over Four hundred thousand Europeans punch the clock in wind energy. Every new turbine generates sixteen million euros of economic activity. And this week, proof of that investment. In Germany, the He Dreiht offshore wind farm just sent its first power into the grid. Nine hundred sixty megawatts. Germany’s largest offshore wind farm. VESTAS turbines standing one hundred forty-two meters tall. Sixty-four turbines total. All commissioned by summer 2026. NILS DE BAAR of VESTAS said the fifteen megawatt turbine sets new standards in offshore wind power. European technology. European manufacturing. European energy. In Ireland, more European investment. SSE and FUTURENERGY IRELAND tapped NORDEX to build the Wind Farm in County Donegal. Twelve turbines. Sixty megawatts. One hundred thirty-eight million dollars. Forty thousand Irish homes powered when those blades turn in 2027. And in Scotland and Italy, floating wind is consolidating. NADARA is acquiring BLUEFLOAT ENERGY’s stake in ten floating offshore projects. BROADSHORE. BELLROCK. SINCLAIR. SCARABEN. Nearly three gigawatts of floating wind now under single European ownership. Today’s wind farms save Europe one hundred billion cubic meters of gas imports every year. In Britain alone, consumers saved one hundred four billion pounds between 2010 and 2023. That’s after factoring in the cost of building the wind farms. Wind means lower energy bills. Wind means independence. But here comes the temptation. Chinese turbines are cheaper. Much cheaper. And in times of strained budgets and rising costs… That’s hard to ignore. GILES DICKSON is the CEO of WINDEUROPE. He says… Think about what you’re buying. The European Commission launched an inquiry last year. They suspect Chinese manufacturers offer prices and payment terms backed by unfair government subsidies. European manufacturers can’t legally offer the same deferred payment deals. OECD rules won’t allow it. Then there’s energy security. Europe just weaned itself off Russian gas. Painfully. Expensively. Three years later, high energy prices still drag on the economy. Does Europe want another dangerous dependency? This time on imported equipment instead of imported fuel? And as Giles points out – a modern wind turbine has hundreds of sensors. Hundreds. Gathering performance data. Monitoring operations. European law prohibits exporting that data to China. But Chinese law allows Beijing to require Chinese companies to send data home from overseas operations. There’s a contradiction. Someone’s going to break the law. And those sensors? They don’t just collect data. They can control equipment. The European Union and NATO are voicing concerns. The wind industry has invested over fourteen billion euros in new and expanded European factories in just the last two years. That’s commitment. That’s confidence. And the rest of the world is taking notice. In Japan, FAIRWIND just signed a strategic partnership with WIND ENERGY PARTNERS in YOKOHAMA. MATT CROSSAN, FAIRWIND’s Asia Pacific Director, said Japan’s wind sector is still young compared to Europe. But government support and investment are driving expansion. They want European expertise. European experience. European standards. Wind energy is the last strategic clean tech sector with a truly European footprint. The last one. Solar panels. Batteries. Electric vehicles. Those have already migrated elsewhere. But Wind remains. For now. Four hundred forty thousand workers. Two hundred fifty factories. Fourteen billion euros in new investment. One hundred billion cubic meters of gas imports avoided every year. Germany’s largest offshore wind farm now feeding the grid. Ireland building new capacity. Scotland consolidating floating wind. Japan seeking European partners. Europe can buy cheaper today. Or build stronger tomorrow. GILES DICKSON is sounding the alarm. But, will Europe listen? That’s the wind industry news on the 1st of December ...
    続きを読む 一部表示
    6 分
まだレビューはありません