Show notes
Allen and Joel discuss Nylacast's article in PES Wind Magazine about corrosion solutions in offshore wind and Vattenfall's major investment in Germany's largest offshore wind farm. They also talk about MIT's strategic alliance with GE Vernova and the ethical concerns around AI in engineering.
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Speaker: [00:00:00] 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, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes.
Allen Hall: If you checked your mailbox or checked online, the new PES Wind magazine is out and it is full of great content this quarter.
There's a very interesting article because we've been talking a lot about offshore wind and some of the problems with offshore wind as one of them is corrosion. Just betw between us engineers, it comes up quite a bit. Like, why are we making things outta steel that you don't need to make outta steel, why you're not making them out of plastic?
And that's what, uh, the people at, uh, Nylacast engineer products are doing, um, on some hang off clamps, Joel, uh, which are traditionally really cheap clamps that are made outta steel and rust like [00:01:00] crazy.
Joel Saxum: Yeah. You know, from my oil and gas offshore background, that was one of the things that was always a pain in the butt.
IIRM contracts, as they call 'em, offshore inspection, repair, and maintenance. There's so much focus on coatings, paint coatings, paint coatings, and it's a special coating, and it's this, and you can only apply it during this, and everything has to be painted. And if you can't allow rust to start anywhere on an offshore facility, it's in a high corrosion environment, right?
You have salt water, salt spray temperatures, it's always kind of wet. It's a marine environment. And so erosion moves very fast, right? So in the, in the oil and gas world, they started creating some things out of like HDPE, which is high density, polyethylene, plastic. Um, it's even so dense. You can mill it.
It's really cool stuff. But that's what, um, the PO the kind of Nylacast engineered products is working with some of these plastic products to replace some of those components in offshore wind turbines that are a pain in the butt to maintain. So when we talk about these hang off clamps. [00:02:00] They grab the cables and other things and they, and they hold them in place in the turbine as need be.
If those are made outta steel and have a coating on 'em, and you get a little bit of vibration and that coating starts to wear away or starts to get a little bit of rust, you've got a huge problem. You've gotta take the cables out, you gotta take the things off, you've gotta replace 'em. You gotta either replace them or you gotta grind on 'em and repaint them.
It is a nightmare. So they're, what they're doing with these, um, uh, hang off clamps that are, you know, basically plastic instead of metallic. Or a plastic type instead of metallic is there, they're removing that need for IRM contracts in the future.
Allen Hall: I think it's great. It makes a ton of sense. And I'm surprised you haven't seen more of this because, uh, nylon and and derivatives in nylon are easily recyclable.
It does fit all the things that wind energy is looking for. It doesn't. Rust recyclable, easy, lightweight, simple. We need to be moving this direction. So if you haven't checked out PES Wind, you go to PS wind.com and download a [00:03:00] copy. Or if you are at Wind Europe when this episode comes out, it'll be during the Wind Europe event.
Uh, there'll be plenty of PES wind hard copies available just. Stop by and grab one. It's well worth reading a lot of great material this quarter, so check out PESWind.com. Well, Swedish Power Utility Vattenfall has made final investment decisions for two wind farm projects in the German North Sea. The Nordic one project is set to become Germany's largest offshore wind farm, which marks a significant expansion in Germany's renewable energy capacity.
Now Vattenfall has approved construction of Nor Lake one and two wind farms. And they've also bought back Joel, uh, 49% stake that BASF had. And the, the total capacity of the projects is 1.6 gigawatts. That's a lot of power with construction. It's set to begin in 2026 and full operation is expected by 2028.
[00:04:00] And this is gonna power about 1.6 million German households. This is a huge project.
Joel Saxum: I think it's really cool to hear this about the offshore wind sector, right? So, so much, whether it's in the US or elsewhere, not a lot of good news, right? We had the Danish, uh, auction news. It didn't really go anywhere for a little while.
There was a German, uh, auction that was, you know, had a really low subscription rate. So the fact that, uh, Vattenfall is charging forward, and, and this is a key thing too. And we'll talk, you know, Phil's usually here to talk about this, but final investment decision is a big milestone, right? There's all this, you can, these offshore wind projects are being worked on for 6, 8, 10 years before you get to this stage, you know, you're, you're looking out, um, doing sub seed mapping and site characterization and all the permitting, and getting all the PPA stuff in place and signing these contracts and all these different things.
And then you finally get to final investment decision and once that is debt box [00:05:00] is checked, then you're moving. Right. So final investment decision right now, Alan, and it looks like 2026 is gonna be the start of construction. What do you think they're looking for right now? Are they signing contracts for vessels?
Is that, is that next on the list? It
Allen Hall: has to be right because they signed an agreement with Vestas for 68 turbines. Now this is really fascinating because it's the V 2 36 15 megawatt turbine, 68 of them. Now, the big discussion about offshore is been, is 15 megawatts enough and should we be pushing to 20 or higher than 20, which is where Siemens GAA appears to be going.
But uh, that and fall sticking with a 15 megawatt turbine. I do think makes a lot of sense because it is less risky and risk is a huge concern at the moment. But Vest has also got a comprehensive long-term service agreement, which has been their, uh, mode of operating for a number of years now, and which [00:06:00] you hear a lot of operators offshore talk about not wanting a long-term agreement, but it seems like Europe is still sticking with it and Augustus is obviously.
Pushing it, uh, at the moment, but 15 megawatts long-term service agreement. Does
this
Joel Saxum: make sense,
Allen Hall: Joel?
Joel Saxum: I think so. And one of the reasons for Vestas as well is we know, 'cause we have someone in our network that used to be operations for Vestas, uh, for the offshore stuff, is they, they're very well versed in it and they have the facilities and the Keyside facilities ready to go.
So Vesta is, uh, it's not like, oh, we have these, you know, this gigawatt of order. Fantastic. We got the service contract. Fantastic. Now we need to do all this prep and this build out and figure out how this operation works. That's not the case. Vestas is ready to rock. They've got their own keyside facilities, they have the teams in place, they can make this thing happen and that 15 megawatt turbine, I think it's interesting that you say this too because you know the other one, um, from the Western OEMs that we've been following is that Big Dog 21 megawatt, I think from Siemens Mesa.
[00:07:00] That's, but that is currently being tested. So to take final investment decision, you have to engage your insurance companies and your banks. If they're not gonna sign a contract for a turbine that's still under testing at this stage. Right? This is a, you're talking a gigawatt of, of turbines at, you know, that's a billion dollars, that's a billion US dollars minimum in just tur a turbine order.
Right? So, so just in those turbines, that's what that thing looks like. And, and if I'm fat and fall, uh uh. And fall. Of course, they're, they're developing a lot of on onshore power. They're a part of some other offshore wind farms. But this is a big, big undertaking and I think you want, when you're, you know, you're taking, looking at final investment decisions.
You're in these conversations with the banks and the insurance and the people that want to de-risk the investment. I think that's where the, the Vestus thing steps in. I think that's where it looks good, is de-risking the operation.
Allen Hall: Does esa. [00:08:00] Have a problem now that Vestus seems to be scoring with a 15 megawatt turbine.
It does. The Siemen SC MEA effort get, or the pathway get more difficult because like you said, they're gonna have to have somebody buy a number of these turbines and it's gonna have to demonstrate a decent service life for a year or two before you start to see a lot of people jump in and start to purchase those turbines.
In the meantime, Vestus is gonna be. Just building 15 megawatt turbines, one after the other. Does that start to weigh on Siemens cesa in terms of what they want to offer?
Joel Saxum: I don't think so. Um, and the reason being is, is that 2021 megawatt machine that they're testing right now is they're trying to future proof their organization, right?
They're trying to make sure that for the next push,