Episodios

  • Taiwan Offshore Cable Damage & Japan’s Floating Wind Center

    Taiwan Offshore Cable Damage & Japan’s Floating Wind Center
    Sep 16 2025
    The crew discusses Husum Wind, Arthwind's blade consulting work featured in PES Wind, and a major cable damage incident at Taiwan's Greater Changhua offshore wind project. They also cover Japan's plans for a national floating wind test center, Australia's offshore wind development struggles, and feature Scotland's Moray West wind farm as the Wind Farm of the Week. 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! 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: Welcome to the Uptime Wind Energy Podcast. I'm your host, Allen Hall, and I'm here with Joel Saxum up in the great state of Wisconsin. Phil Totaro is in California, and Rosemary Barnes is here, but she's in a vehicle in Australia somewhere. But there has been a tremendous amount of news over the last couple of days, and I think we should talk about some of them. Uh, I guess it's, it's a where the group would like to go. This week, guys, you know, we've been talking about the administration for the last several weeks and about administration out, uh, the latest is with, uh, the administration in [00:01:00]court about Empire Wind. Do you want to even talk about that stuff this week or do you wanna move on to some things? A little happier? Let's do happier. Alan. I think we should, we need some different news. I feel the same way, Joel, you know, uh, when this podcast comes out, everybody's, everybody's gonna be in Husam, Germany having a great time, uh, talking wind energy, particularly in Europe. And it sounds like that event is gonna be bonkers from what I can tell on LinkedIn. Joel Saxum: Yeah. The, I mean, HU is only second to Hamburg right in, in Germany there. Everybody that I go, they enjoy it. Husam is like the, the. Correct me if I'm wrong, Phil, but I think it was like the first place they had onshore wind in a big way in Germany. Phil Totaro: Yes. So it's vestus, um, put up a factory there, uh, and was selling wind turbines to farmers. It's also where they used to do, the reason that it's there is they used to do an agriculture. Um, event and then they used to invite some of the wind guys. This is going back to like the, you know, late eighties, early nineties. [00:02:00] They used to invite the wind guys, or the wind guys used to show up to try and sell turbines at this agriculture event. The amount of people interested in wind got to such an extent that they started doing a separate wind event. Um, and it got. Before they started the separation with the, the Wind Energy Hamburg, um, event, they, uh, that got to a point, I mean, I remember being there in what, 2015 or 2016 when it had to have been. 30,000 people in a field in Huso. You know, I, my best memory of it, I think was when, uh, well it was eon at the time, but, uh, they had a guy running around, passing out hot dogs. And I had a eon hotdog. Joel Saxum: Phil, I wanted to share with you. This was a Deutsche Wind Technique show, San Antonio a CP. They had margaritas with the Deutsche Wind Technique logo in the margarita, like foam, the foam on top of the margarita once, and they were passing those out at an event. I thought that was spot on. Phil Totaro: The hot dogs [00:03:00] are not branded in any way, although that would've been a good idea to like, you know, stamp the button or something. Joel Saxum: What,
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  • Denmark & Germany Share Offshore Wind Power

    Denmark & Germany Share Offshore Wind Power
    Sep 15 2025
    An offshore wind farm near the island of Bornholm, Denmark shows how international energy sharing creates global energy progress. 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! There's a little Danish island in the Baltic Sea that's about to make history. And it all started with a handshake worth seven billion euros. Bornholm. Population: forty thousand souls. About the size of Tulsa, Oklahoma. For eight hundred years, this island has watched the tides of war and peace wash over Northern Europe. But last week, Bornholm became the center of the most ambitious energy project in human history. Here's what just happened. The European Commission signed the largest energy grant in EU history. Six hundred forty five million euros. Seven hundred fifty six million dollars. All for one little island. But that's just the beginning. Siemens Energy just won the contract to build four massive converter stations. Two on Bornholm. One on Zealand. One in Germany. The job? Converting three gigawatts of offshore wind power into electricity that can flow between countries. Think about that. Three gigawatts. That's enough power for four and a half million homes. And the cables to carry all that electricity? NKT, a Danish company, just signed a six hundred fifty million euro contract. They'll lay two hundred kilometers of underwater cable. That's one hundred twenty four miles of electrical cord running beneath the Baltic Sea. But here's where this story gets remarkable. The cable won't be laid by just any ship. It'll be installed by the NKT Eleonora. A cable laying vessel currently under construction. When it launches in twenty twenty seven, it'll be one of the most advanced ships in the world. Powered by renewable energy. Built specifically for this project. They're not just connecting countries. They're connecting the future. Thomas Egebo, the Danish project leader, says this is about more than electricity. Quote: We are taking a big step towards a future where offshore wind from the Baltic Sea will supply electricity to millions of consumers. End quote. But let me tell you what makes this story truly extraordinary. This isn't about one country getting richer. This is about sharing power. Literally. When Denmark has too much wind, Germany gets the surplus. When Germany needs more electricity, Denmark shares theirs. Two gigawatts flow to Germany. One point two gigawatts stay in Denmark. It's like having the perfect neighbor. The kind who loans you sugar when you're out, except the sugar is enough electricity to power Berlin. The construction timeline reads like something from science fiction. Construction begins in twenty twenty eight. The island goes operational in twenty thirty. By then, Bornholm will be the electrical heart of Northern Europe. But here's the part that will give you goosebumps. This project started during the pandemic. June twenty twenty. When the world was falling apart, when nations were closing borders, one hundred seventy one out of one hundred seventy nine Danish parliamentarians voted yes. Democrats and conservatives. Liberals and traditionalists. They all agreed on one thing: the future belongs to cooperation. Stefan Kapferer, the German project leader, calls this efficient offshore cross linking between all countries bordering the North and Baltic Seas. Translation: It's the birth of a European electrical network. One that shares power, shares security, and shares prosperity. The wind turbines will be built fifteen kilometers offshore. That's about nine miles from Bornholm's coast.
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  • Wildlife Acoustics’ SMART System Protects Bats

    Wildlife Acoustics’ SMART System Protects Bats
    Sep 11 2025
    Mona Doss from Wildlife Acoustics discusses how wind operators can address bat conservation and regulatory risks with their SMART System. Their technology uses acoustically triggered curtailment to protect bats while maximizing wind energy production. 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: let's get started with the challenge facing Wind operators today. the Tricolored bat is in serious trouble and it's creating regulatory risks for the wind industry. Can you walk us through what's happening and why this matters for wind operators? Mona Doss: It matters because last fall, the US Fish and Wildlife introduced some, voluntary wooded guidelines for the tri-colored bat. this, particular bat species population has, declined and is, primarily being affected by two factors. one being, something called, white nose that's affecting many back. Species across, north America. But the other is for some reason the tricolor bats. And [00:01:00] we're still looking at a lot of bat researchers, and I'll leave that to the bat biologist to address more specifically. but they are, being affected very much by, wood turbine mortality. So it's gonna be a balance between trying to address back conservation as well as the needs for energy production, which we all want from a, wind farm. Allen Hall: And the white nose fungus is a really deadly disease for the tricolor bats. I, I've seen numbers upwards of 90%, mortality rate, when that fungus, affects them. And that fungus is pretty much exists where they live. it's something hard to, stop. Mona Doss: Yeah, there's been a lot of great research by, various universities and VE Conservation International here in North America, trying to understand the nature of the fungus. And, how there might be possibilities to, treat, bats that are exposed to that fungus. All of that at this point is still very experimental. but that fungus has wa out many, [00:02:00] bat ber macular of various species. You might have had bat ber macular that had tens of thousands of bats that are literally just down to a few dozen. Joel Saxum: That's extreme. That's, that's like wiping out entire populations, entire ecosystems. Mona Doss: It's very extreme. so there's been a lot of monitoring for the progress of this fungus. It was first founded in New York a few years ago. It's been slowly migrating, towards the west. so you've got the fungus affecting the bats and you've got, the demand for more clean energy, with wind farms that are also contributing to bat mortality. And these poor bat species are suffering from both sides at the moment. Allen Hall: It's very serious. Mona, what are the consequences for wind operators who don't proactively address this sort of dual threat to the. White nose syndrome, wind turbines, and fungus. obviously they're gonna be asking wind turbine operators to do something. What does that look like? Mona Doss: Yeah. right now, [00:03:00] when the, wind farm operators are going in front of environmental regulators to, get their permitting all approved, there's a negotiation that's occurring between balancing the bat species protect protection based on maybe pre-construction, present servings for bats. And the need for energy production. But as more and more bat species get listed as their populations are declining and they become species of concern, you're gonna have an increase in, what's called blanket curtailment.
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  • US Offshore Wind Offensive & Industry Impact

    US Offshore Wind Offensive & Industry Impact
    Sep 9 2025
    Allen and Joel discuss the aggressive actions by the Trump administration against offshore wind projects. They also consider the broader implications for the wind industry, exploring onshore impacts, geopolitical maneuvers, and strategies for companies to adapt and prepare for future challenges. Register for the next SkySpecs webinar! 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, Allen Hall, Joel Saxum, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wind Energy Podcast. I'm your host, Allen Hall, and I'm here with Joel Saxum, who's up in Wisconsin. Joel, you've had some really cold weather up there the last couple of days. It's still September. Doesn't really make sense, Alan. I dunno. It's, it's Joel Saxum: September, well, beginning of September and this morning when I let the dog out at 5:20 AM whatever time she decided to wake me up, it was 36 degrees here. That's way too cold. Um, I knew, I, I, I went up here to escape a little bit of heat from in Texas, but I did not look to Frost advisories and like sweatshirts and vests and boots. Um, but that's what's happening. Yeah. Even, uh. Even a [00:01:00] few red leaves floating around on the lawn up here. So, uh, yeah, winter or fall is coming. That means, you know what fall coming means is blade season for repairs in the northern hemispheres slowing down or shutting down shortly. So we're gonna get to hear what happened. Maybe a postmortem, hopefully on the, the blade repair season in North America. Allen Hall: Yeah, it's been busy from what I could tell. And plus there's a lot of construction going on. New insights. There's, uh, all kinds of turbines being planted right now. We're gonna be working through the end of the year easily, if the weather will support it. Very active time at the moment. And speaking of active time, this is our second take of this podcast, uh, just because so much has happened since we recorded last evening. Uh, Joel and I thought we ought to take another try or attempt at this. Try to give you the, the most updated information. Not to say it's not gonna change over the next couple of hours after we finish this podcast, but, uh, the Trump administration [00:02:00] has launched its most aggressive attack on America's offshore wind industry. Uh, the federal government is now working to withdraw permits for New England Wind one and two off the coast of Massachusetts. These projects are valued at roughly $14.6 billion by Bloomberg, NEF, and we power more than 900,000 homes. Uh, but the, the issue really is why are they being shut down? Nobody really knows. Uh, and there's a lot of conjecture about it. And Joel, you and I were just talking before we recorded here. It may have something to do with Denmark. Joel Saxum: Yeah, I think you wanna believe that. Smoother minds will prevail that, uh, logic and pragmatism is a part of government. But what it really seems is there's, there's favoritism and there's egos and there's feelings driving some of these, these decisions. Right? Today we just heard or [00:03:00] just read that the, the Danish government is in California signing a policy agreement for collaboration with Gavin Newsom and the, the administration out there. We've, and, and this is like on, this is on top of, uh, Trump's rhetoric around, or the Trump administration's rhetoric around we would like Greenland. ...
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  • Arkansas’ Data Center Problem

    Arkansas’ Data Center Problem
    Sep 8 2025
    Arkansas is set to welcome $12 billion in new data centers that will require significant electricity, while recent legislation has made it nearly impossible to develop new wind farms. The state will have to rely on importing power and building natural gas plants, leading to higher costs for ratepayers. 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! Allen Hall: Let me tell you a little story about wind energy in the state of Arkansas. But first, let me pick you a picture of the natural state. Arkansas sits right in the heart of America. This is the land that gave us President Bill Clinton and the retail giant Walmart. It's the home to the rugged Ozark mountains and the fertile Mississippi River Delta, where folks still wave from the front porches. And Sunday dinner means the whole family surround the table. Arkansas has always been a place where old traditions meet new opportunities. Rice fields stretch across the eastern flatlands. Timber companies harvest the dense forest. The Buffalo River runs wild and free. And now. Wind energy companies are eyeing those wide open spaces and [00:01:00] mountain ridges. But here's where our story gets interesting. The natural state is about to welcome $12 billion in new data centers. That's Google building a $10 billion facility in West Memphis, just across the river from where Elvis lived. Two more billion dollars centers go up in Little Rock and Conway near the center of the state. These data centers will demand massive amounts of electricity. How much Arkansas Electric Cooperative Corporation says they've got requests for 4,000 megawatts of new load. That's more power than the entire system has built in 80 years. And the data center companies want it in just three or four years. And here's an interesting turn of events. Arkansas just made it nearly impossible to build wind farms that could power these data centers cheaply. And cleanly. Senate Bill 4 37 passed by just one vote in the Arkansas [00:02:00] Senate 18 4 14 against, they called it the Arkansas Wind Energy Development Act, but don't let the name fool you. This 20 page regulatory monster is designed to kill wind development. The bail requires wind turbines to be set back three and a half times their height from property lines. That's up to a quarter mile it. Bans turbines within one mile of schools, hospitals, churches, and city limits. It demands extensive environmental studies and public hearings. Wind companies warned this would kill future development. Wire, Hauser the Timber Giant with 1.2 million acres in Arkansas said the rule would limit their ability to host wind projects to zero acres. Zero. Representative Jack Leman, a Republican from Jonesboro, Arkansas, summed it up on the house floor, quote, if wind is a bad idea, it will fail on its own. It's not our job to kill an [00:03:00] industry, unquote, but they killed it anyway. Six Arkansas counties have already banned wind development. Carroll County, Boone, Madison, Newton Crawford, and Criton Counties have all said no to commercial wind projects. The current projects get a pass. The Crossover Wind Project in Cross County and the Nimbus Project in Carroll County. Were already under development by April 9th of this year, so they're exempt from the new rules. Crossover wind will be Arkansas's first operational wind farm, 135 megawatts, 32 turbines enough to power 50,000 homes. It's going online next summer in the flat farmland of Eastern Arkansas. Nimbus is more controversial. 180 megawatts. Plan for the Ozark Mountains in Carroll County near the state line with Missouri...
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  • PowerCurve’s Innovative Performance Analysis

    PowerCurve’s Innovative Performance Analysis
    Sep 4 2025
    Nicholas Gaudern, CTO of Denmark-based Power Curve, discusses how advanced blade scanning, aerodynamic upgrades, and the AeroVista tool are transforming wind turbine performance analysis. PowerCurve helps operators use real data to maximize AEP and make smarter decisions about blade maintenance and upgrades. 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! Allen Hall: Nicholas, welcome back to the podcast. Hi. Thanks Allen. Good to see you again. There's a lot going on in wind right now. Obviously the elections that happy the United States are changing the way that a lot of US based operators are thinking about their turbines and, and particularly their blades. I've noticed over the last, even just couple of weeks that. Operators and the engineers are paying more attention to what they're actually getting on site. Nicholas Gaudern: Yes. Allen Hall: Instead of, uh, the sort of the full service agreement where, hey, they're under warranty for two years, I don't really need to do anything for a little while approach. That's changing into, I want to know what arrives on site, what am I getting and what problems are there with these particular blades that I may not know about because they're new to me. Even though these blades, there may be thousands of these blades out in service. Mm-hmm. Me, my company doesn't know. Yep. How they operate. How they perform, particularly at this, this new site, I'm Repowering or, [00:01:00] or building new. That is a complete shift. From where it was a year ago, two years ago, five years ago. Yeah. And I think the biggest performance piece that people are looking at is aerodynamics, and I'm trying to understand how these blades perform, how they move. Yes. What kind of loads there are, what kind I expect over the next year or two. And I think they're just becoming now aware of maybe I need to have a game plan. Nicholas Gaudern: Mm-hmm. Allen Hall: And I, and that's where power curve comes in, is like in the sense of have a king plan. Understand what these plates are all about. Yeah, yeah. And try to characterize 'em early rather than later. Nicholas Gaudern: Yeah, exactly. I think there's been an increased focus on, on data and for operators, as you say, to understand more what they're getting and not necessarily relying on just what they're told. So, uh, I think a nice case study of that is last year we were helping a customer to build a, a digital twin. Uh, of one of their turbine models that they, that they purchased. So what that involved [00:02:00] is, uh, going to site, doing a laser scan of a blade, understanding geometry, helping them to build up some aerodynamic and structural models of that blade. So then that customer was going to build an AEL model themselves of that turbine so that they could run load calculations. They could look at, uh, site specific, uh, changes that could be relevant to that turbine's configuration or how they operated it. And this isn't really something that you saw a lot of, uh, a few years ago, but I think it's great that operators, particularly when they have a larger engineering capacity, are starting to get into that game. Uh, and it's tough because it's a lot of what the OEMs do, it's their kind of specialist knowledge, but there's a lot of smart people out there. Uh, there's a lot of companies you can work with to help gather that data and build these products up. Allen Hall: The OEMs right now are. Lowering the number of engineers. Nicholas Gaudern: Mm-hmm. Allen Hall: Staff reductions. Yeah. Uh,
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  • Revolution Wind Stopped, Section 232 Investigation

    Revolution Wind Stopped, Section 232 Investigation
    Sep 2 2025
    The crew discusses the Trump administration's stoppage of Revolution Wind and US Wind, despite billions already invested. They analyze the Commerce Department's Section 232 national security investigation into wind energy and new tariffs on steel and aluminum. State governors are responding differently to federal pressure, with Connecticut negotiating while Maryland pushes back against the coordinated assault on offshore wind projects. 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: Well, welcome to the Uptime Wind Energy Podcast. Rosemary Barnes is in Australia. Joel Saxo is in the great north of America of land we call Wisconsin. And Phil Totaro is in lovely California, and as we've been talking off air before the show started. There's a lot of news this week. We are not going to get to all of it in this episode. There is no chance of that. But I wanted to start off first with what's happening off the coast of Connecticut with Revolution Wind and Ted and the stoppage there, and also the more recent news about US Wind, which is a project off the coast of, of [00:01:00]Maryland and uh, the administration. A couple of days ago decided that, uh, they're gonna pull the permits from US Wind. And, and that has created quite a, a firestorm within the states because if you think about revolution wind, that was gonna power like 350,000 homes up in Connecticut and Rhode Island and US Wind, which was nearly as far down the line, was also gonna power a great number of homes off the coast of Maryland. Now both of those have stopped. Uh, and as I pointed out in a recent Substack article and on and also on LinkedIn, and I think everybody has seen this, that pay attention to what the governors had done. 'cause this is the same thing that happened to Empire Wind and Ecuador a couple of months ago. Where, uh, empire Wind got shut down. The governor of New York went to the administration and said, Hey, what's, what gives they negotiated an out, which is that New York was gonna allow more gas capacity and gas lines [00:02:00] into the state. That same thing is, I think is happening in Connecticut and the governor of Connecticut is, uh, has vowed to work with the administration to. Get revolution back up and running. In fact, there was a interview today, we're recording on a Wednesday where he was on television basically saying that, that there's, uh, the art of the deal still exists. You can't cancel a deal after the art of the deal has been signed. Which that's a good point. Right. Uh. Connecticut is trying to negotiate this, and they have been talking to the state of New York, Maryland has taken a different approach and Maryland's governors, Westmore is saying, quote, canceling a project set to bring in $1 billion in investment, create thousands of good paying jobs in manufacturing and generate more Maryland made electrical supply is utterly shortsighted. All right, so Maryland's taking a different approach and is, is sort of punching back hard instead of going to the negotiation table. [00:03:00] Is there more to this than what we can see outwardly? Or is there a lot more, uh, to it in terms of what the administration is trying to do? Or is this all about expanding the role of gas in Democrat LED states? I Joel Saxum: think you're on it there, Alan.
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  • Trump Helps China Dominate Wind

    Trump Helps China Dominate Wind
    Sep 1 2025
    The Trump Administration begins a Section 232 investigation to block foreign-owned wind in the US. Meanwhile, China continues to pull ahead. 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 News. Flash Industry News Lightning fast. Your host, Allen Hall, shares the renewable industry news you may have missed. Allen Hall 2025: You know what's happening to offshore wind in America? Ørsted stock down 87%. Revolution wind halted at 80% completion, $679 million in funding canceled across trial projects. But here's what the industry press isn't telling you. On August 13th, while everyone was watching Ørsted Stock collapsed, the Commerce Department quietly launched something else. A Section 2 32, national Security Investigation of Wind Turbine Imports Section 2 32. The same Trade law President Trump used to slap tariffs on steel and aluminum in his first term. The investigation list, 12 criteria for protecting America's wind turbine supply. [00:01:00] Domestic production capacity in port, concentration risks, foreign government subsidies, supply chain security, reading those criteria. You think Washington finally gets it? You think they're building a fortress around American wind manufacturing. But the opposite is true. Chinese wind turbine manufacturers now hold the top four global spots. Goldwind Envision Min Yang Windy, they control 60% of the global market prices 20% lower than Western competitors. Yet in America, these Chinese turbines have virtually zero market share zero. The Section 2 32 investigation isn't aimed. At China, it's aimed at Europe. Siemens ESA dominates US offshore wind Vestas leads onshore in the quote unquote foreign threat. The Commerce Department is investigating it's Danish and German companies building American wind farms. Meanwhile, 7,000 miles away. China [00:02:00] installed 86 gigawatts of wind in 2024 more than the entire US has built in the last decade combined. Germany just canceled their Skara project's. Chinese turbine order after national security warnings. But those same ING Yang turbines, they're spinning right now off the coast of Italy, the only Chinese offshore wind farm in all of Europe. Irony runs deeper while Trump halts European built wind farms citing national security China. Races they had with their everything everywhere, all at once. Energy strategy, building new before discarding the old, as president Xi puts it, China's new energy law prioritizes renewable development while keeping coal as a backup. America's new policy, discard the new, go back to the old. European manufacturers are hemorrhaging money. Siemens GAA posted massive losses. Investors practicing quote unquote commercial [00:03:00] discipline. Industry. Speak for, we can't compete with Chinese prices Today. Orid faces a $9.4 billion rights issue, half funded by Danish taxpayers . But here's what makes this story remarkable. The section 2 32 investigation could actually help Chinese manufacturers. If tariffs hit European turbines, Chinese companies already 20% cheaper, become the only viable alternative, except Trump won't let them in the United States either. So what's the real strategy? Simple. It's kill offshore wind entirely. Make it so expensive, so uncertain that investors flee. The national Security investigation isn't about protecting American wind manufacturing. It's about protecting American fossil fuels. Transportation, secretary Duffy called Wind Projects Fantasy while redirecting funds to real infrastructure translation ports for oil and gas, not [00:04:00] wind turbines.
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