Show notes
This episode covers Vestas's manufacturing growth in Italy and Siemens Gamesa's quarterly results showing both gains and ongoing challenges. The hosts explore how the U.S. election results could reshape renewable energy markets, with discussions ranging from grid infrastructure to natural gas expansion. And an in-depth look at quality control concerns at GE Vernova's LM Wind Power blade manufacturing facility in Canada, where allegations of falsified quality control data have emerged.
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Pardalote Consulting - https://www.pardaloteconsulting.comWeather Guard Lightning Tech - www.weatherguardwind.comIntelstor - https://www.intelstor.comWind Energy O&M Australia Conference - https://www.windaustralia.com
Allen Hall: An endangered sea turtle that was found about a year ago, some 5, 000 miles from its native waters, has been released back into the Gulf of Mexico, according to the Houston Zoo. The sea turtle was found off the coast of, guess where? The Netherlands, after becoming entangled in the net of a commercial fishing boat.
The zoo said the turtle apparently was carried by currents until it was found, and the U. S. National Fish and Wildlife Service secured the turtle's return. Guys, there's a really interesting bit. Some fishermen somewhere realized that this turtle didn't belong off the coast of the Netherlands and decided to return it.
Of all things. They took it to the Rotterdam Zoo the Rotterdam Zoo where it was nursed back the health. And then had a, must have a first class flight back to Houston where it was put back in the Gulf of Mexico. But this little turtle went a long ways. 5, 000 miles is quite a ride, right?
Joel Saxum: I can't imagine it was doing very well in the cold water up there either.
Cause right now, even now the Gulf of Mexico is 80 degrees Fahrenheit. Yeah, he, the
Allen Hall: turtle at some point had to know it wasn't in the Bahamas anymore, right? It's not gonna swim back from there.
Rosemary Barnes: I saw a story recently about a king penguin that that swam from Antarctica to Australia to Perth.
It was it's not that far, I think it was like 3, 000 kilometers or maybe a little bit more, but similar thing of yeah. Animal just, just the kind of point in the direction and then just keep going until they reach land. It's some decent persistence.
Allen Hall: Isn't it crazy when you think about how animals have moved around the planet?
And then you, that's impossible. And then Rosemary says there's a penguin that's got about 1, 500 miles, just taking a light swim.
Joel Saxum: That's crazy. There's a book about this called Super Navigators, and it's really fascinating, actually, to be honest with you.
Allen Hall: This turtle is back home in the warm waters of the Gulf of Mexico, which is a great story, right?
Gulf of Mexico for the winter. Welcome to the
Uptime Wind Energy Podcast. I'm your host, Allen Hall, and I'll be joined by my Uptime co host after these news headlines. Thanks A major expansion of wind turbine manufacturing is underway in Toronto, Italy as Vestas begins production of its V236 15MW offshore wind blades. The facility will produce 115. 5 meter blades capable of powering 20, 000 European households each year.
The expansion, supported by EU recovery funds, will create 1, 300 new jobs in the region. The Port of Toronto has granted Vestas a nine year concession to use its logistics platform, establishing the port as a strategic hub for wind energy component manufacturing and distribution. This development marks a significant step in expanding Europe's wind energy supply chain.
Siemens Gamesa reported a mixed fourth quarter performance with revenue growing significantly to 3. 1 billion. billion euros, up 19 percent compared to the same period last year, driven largely by increased offshore wind business activity. However, the division continued to face challenges, posting a negative profit of 472 million euros for the quarter.
While this represents an improvement from last year's 670 million euro loss, the results still reflect ongoing project margin pressures due to quality issues and increased product costs. Orders were moderately down to 4. 1 billion euros compared to 4. 2 billion euros in the previous year. The company's order backlog increased to 38 billion euros, supported by a major North Sea order worth 2.
9 billion euros. Looking ahead to fiscal 2025, Siemens Comansa expects revenue growth to decline between 5 and 9 percent as it continues working towards achieving break even performance by fiscal year 2026. Scottish Power Renewables has finalized a 1 billion pound agreement with SMOs CESA to supply 64 wind turbines for its East Anglia two offshore wind farm.
The project located off England's East Coast has a capacity of nearly one gigawatt and will use SG 14 SG 36 DD turbines with a 236 meter rotor diameter. The 115 meter blaze will be produced at Siemens GI Mesa's whole facility. which has grown to employ 1, 300 people following the addition of 600 new staff in the past year.
The 4 billion pound wind farm is expected to generate enough clean energy to power nearly 1 million homes. GE Vernova, the world's third largest wind turbine manufacturer, will continue its pause on seeking new offshore wind turbine orders while awaiting improved market conditions. The company currently has a 3 billion backlog that will take two years to complete.
CEO Scott Straszak cited supply chain strains and rising interest rates as key challenges. The company's offshore wind turbine unit has not added to its order backlog for almost three years, instead focusing on executing existing projects. GE plans to standardize its turbines to improve quality and reduce costs, though it announced potential cuts of 900 jobs in its offshore wind unit this September.
The Bureau of Ocean Energy Management has completed its final environmental impact statement for the proposed 2. 4 gigawatt south coast wind project. The development includes 147 wind turbines and five offshore substations with eight offshore export cables, potentially making landfall in Brighton Point or Falmouth, Massachusetts.
The lease area covers 127,000 acres, situated 26 nautical miles south of Martha's Vineyard, and 20 nautical miles south of Nantucket. That's this week's top. News stories. After the break, I'll be joined by my co-host, the Chief Commercial Officer of Weather Guard Lightning Tech. Joel Saxum the founder and CEO of Pardalote Consulting, Rosie Barnes.
And the founder and CEO of InterStor, Phil Totaro.
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Allen Hall: So preparations are underway for Wind Energy O& M Australia in Melbourne on February 11th if you haven't visited windaustralia. com, you're missing out because the registrations are active. A lot of people have registered already and the sponsors are rolling in.
Joel Saxum: So as we've been putting this together, we've had a lot of reach outs.
We've been reaching out on LinkedIn. We've been reaching out an email to people down in Australia and around the globe. And we've had quite a few people reach back out to us saying they want to be involved. So we've got a couple of panelists line or some great panelists lined up. We've got a few that we're in the pipeline right now to be sponsors, and they're going to bring some crazy, innovative ideas, some things that are happening around the wind world where they're actually, they're helping operators in a big way.
But we can't say who they are quite yet, but stay tuned for that.
Allen Hall: Yeah, it's going to be a great event. Rosie's going to be there. At least she promised to be there. Bill's going to be there. Joel's going to be there. And I guess I'm coming too. So it should be a good time. All the uptime crews will be there.
And if you're interested. In sponsoring or attending, you need to visit windaustralia. com. Rosie, in the U. S. we had an election. You may not have heard about it, but,
Rosemary Barnes: Did you?
Allen Hall: Yeah, we did.
Rosemary Barnes: Anyone I know involved?
Allen Hall: Donald Trump and Kamala Harris have competed and at least at the latest count it looks like Trump will be president come January 20th.
Now, this has sent the renewable energy world all aflutter. There's a lot of concern about it because during the election campaign, for offshore wind, Trump promised to shut down all the permitting for, or put a suspension on all the permitting for offshore wind. I don't even sure that is really possible without having some valid reason, Joel.
I'm not sure that can happen, but there's a lot of people that are concerned about it, and you've seen a number of LinkedIn articles saying the world is ending, and I'm not sure that's the case.
Rosemary Barnes: I, I don't see it from an outside perspective. I can't see that it's going to be disastrous for, Energy transition in general.
However, Trump really dislikes wind specifically. And I think that wind was already probably not looked after as much as all other energy transition technologies from the IRA. That's my belief anyway.