Episodios

  • Wind Operations is Changing Across the US
    Nov 4 2025
    Allen and Yolanda discuss operational shifts driven by the IRA bill, focusing on the importance of long-term operational strategies, collaboration, and advanced monitoring solutions. 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! Intro: [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 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, and I have. Yolanda Padron in Austin, Texas, and Yolanda has been out at a site in West Texas last several days working out some strike tape installations because the, the blade season of Texas is so long and the repair season is so long. Everybody's really making work and, and maybe even spending a little more money than they thought they were gonna spend this year. Just to get their turbines righted because it is for us at Weather Guard, it's still lightning season. There are a lot of storms and the amount [00:01:00] of rain in West Texas is crazy. Flooded roads, uh, on highways still days after rainstorms. That tells you that the amount of rain. It has been a little bit of an unusual year on the, on the wind production side because of the weather. Right? Yolanda Padron: Yeah. It's, it's been high production for, for a lot of the, that area. It's definitely, it's, you start getting all of those drone inspections in and everything. Sometimes I think it's, it's worked out pretty great for some of the operators that maybe didn't have a lot of, uh, planning capabilities in the past. So then they're able to come in and actually. Books, some teams to do work even, even though the traditional blade season has passed. Allen Hall: Oh yeah. Is there gonna be a traditional blade season from here on out? And I think this is where a lot of operators are rethinking, uh, the changes to the IRA bill and the one big beautiful bill aspects is, you know, with the, with the production tax credits sort of waning and, and [00:02:00] wrapping up. They are going to be putting more emphasis on o and m. And in fact, when we were at Skys specs forums, and I keep bringing this up 'cause it's such a monumental thing that we were at in Ann Arbor a couple weeks ago. The emphasis has moved from definitely from development to more of operations. But the, the level of complexity there has changed. Even talking to operators today, and you and I talked to what, 3, 4, 5 different operators in one day. CMS is huge. You, you're seeing a, just a complete flip on CMS. Everybody's willing to try something, which is unique, right? Yolanda Padron: Yeah. I think nobody loves being a Guinea pig, right? Nobody likes staying behind either. And especially now that you really do need to make sure these blades don't just last you 10 years before you can repower. They, the team seem to really be focusing a lot more on long-term solutions rather than short term solutions. So it be that, you know, installing Light Lightning diverters be [00:03:00] that installing even just a, a long-term leading edge protection solution instead of a short-term one teams, she seemed to be really looking into. What the overall opex impact is going to be in the very long term for as long as they can keep the site on, as long as they can keep the permits in, instead of having it be something where you can keep the cost low, low, low, low, low,
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    41 m
  • CDC Investigates Offshore Wind in the US
    Nov 3 2025
    The CDC is investigating offshore wind farms and Virginia Wind has paused blade installations, while the rest of the world installs and benefits from offshore wind. 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 trouble brewing off America's Atlantic coast. But it's not coming from beneath the waves. A few weeks ago, HEALTH AND HUMAN SERVICES SECRETARY ROBERT F. KENNEDY JUNIOR issued unusual marching orders. He directed the CENTERS FOR DISEASE CONTROL to investigate offshore wind farms. The reason? Alleged threats to whales and fishing businesses. The investigation would focus on electromagnetic frequencies from undersea cables. Wind proponents say these frequencies are harmless. But KENNEDY had his concerns. KENNEDY met personally with National Institute for Occupational Safety and Health director JOHN HOWARD. He provided a list of specific experts to contact. The mission: complete the investigation within two months. Now, you might wonder why a health secretary would suddenly become concerned about wind turbines. KENNEDY, once a prominent environmental lawyer, fought for years against a wind project off the coast of MASSACHUSETTS. That project just happened to be near the Kenendy family's compound. During the twenty twenty-four presidential campaign, he called offshore wind quote "a catastrophe." If you haven’t heard, the US administration has halted billions of dollars worth of offshore wind projects. But here's what the administration didn't mention. Wildlife veterinarian JENNIFER BLOODGOOD performs whale necropsies for NEW YORK STATE and CORNELL WILDLIFE HEALTH LAB. In her experience, about half the humpback whales in good enough condition to examine show signs of vessel strikes or human interaction. The minke whales? They're dying from a common infection called brucella [brew-SELL-uh]. "There is currently no evidence that wind energy is influencing whale strandings," BLOODGOOD reports. Three active mortality events are happening for whales in the Atlantic. But these events involve clusters of deaths that experts consider unusual for reasons that have nothing to do with turbines. The scientific consensus is clear: no evidence links wind farms to whale deaths. BLOODGOOD has even examined dolphin ear bones under microscopes and CT scans, looking for trauma from surveying sound waves. She found nothing. "When a whale strands, there's a huge effort that goes into responding and figuring out why it died," she explains. "Many people's job is to go out and figure out what's happening." While AMERICA retreats from offshore wind, CHINA is doubling down. The nation aims to add at least one hundred twenty gigawatts of new wind power capacity annually from twenty twenty-six to twenty thirty. That's more than twice AMERICA's goal from twenty twenty. CHINA's total installed wind power capacity targets one point three terawatts by twenty thirty and at least two terawatts by twenty thirty-five. At DOMINION ENERGY's Virginia wind project, there's a different kind of delay. The CHARYBDIS [kuh-RIB-dis], a massive twenty-three-thousand-ton ship that took five years and seven hundred million dollars to build, sits at the PORTSMOUTH MARINE TERMINAL. It can't begin installing turbine blades yet. Quality assurance items need addressing. The one hundred seventy-six turbine project off the coast of VIRGINIA BEACH would power six hundred sixty thousand homes. Its cost has risen to eleven point two billion dollars, up from nine point eight billion, partly due to tariffs.
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  • Enerteck Expands Wind Services Across Canada
    Oct 30 2025
    Alex Fournier, General Manager at Enerteck Wind Services, returns to the spotlight to discuss the company's growth from specialized blade repair into a full-service wind maintenance provider. Fournier shares how Enerteck is positioning itself to support Quebec's ambitious wind expansion plans while navigating the unique challenges of Canada's shortened repair seasons. 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: Alex, welcome back to the show. Thank you so much guys for having me. It sounds like we had a busy blade season with Enerteck up in Canada. It's just a different environment up there. What kind of, uh, repairs have you been working on this year? Alex Fournier: Uh, really busy. Been some, uh, doing some transfer crack, open window and lighting damage, VGs, installation, polytech, erosion, uh, all that kind of stuff from road access on platform. Um, so we been pretty busy. Yeah. What parts of Canada are you focused on right now? Uh, at the beginning of the season we trying to focus on Quebec 'cause the temperature is getting colder faster. Um, so usually we start with Quebec and then we're making our way up west. So right now our blade season is pretty much done in Quebec, [00:01:00] so now we're focusing in Ontario. Uh, Ontario have way better, uh, temperature right now in Quebec. It might be around 15 to 20 degrees up north. Versus in Ontario that right now it's around 22, 25 degrees Celsius. Joel Saxum: Celsius being the big thing there. Right. For our, for our US listeners, it's 25 degrees is really cold to us, but very nice to you. Yeah. Thanks. It's pretty cold. Allen Hall: Yeah. I think for a lot of listeners, they don't realize how short the blade repair season is in Canada. How many days do you really have it? It depends where you are, right? There's some Alex Fournier: site that, there's still some snow in May. Um, but, uh, if, if, if we're in a. Nice area. It can be from, uh, April, may to September, October, November. You're really pushing it. I think if, if you want to do, uh, blade work in November and que back, you need to have like a 360 platform with the heater and uh, and closed platform. Which we don't have yet, Joel Saxum: but yet, [00:02:00] yet is an interesting concept there. You say we don't have that platform yet, but that kind of points to the eTech. Uh, I mean, of course. Congratulations. A new, new role over there I think, clue us in on that. What is the new role? Alex Fournier: So it's general manager, so right now I'm taking care of the whole company, which is either composite or maintenance. Um, I'm doing boat. Um, so if you have any requests either on composite or maintenance and Quebec or candidate, just let me know. But yeah, when I first started I was, uh, director of composite operation and then, uh. Climbing at the ladder to turn on Azure. Now Joel Saxum: what it makes sense is eTech is, uh, expanding, you know, strategically expanding services. Right? So you guys, uh, of course when we were talking with you and you joined the team there, you had a composite. So we, they just, this is your first big blade season. Sounds like it's gone very well. Um, but the eTech is a company does a lot more than that. You off air, you're clueing us in on some of the really cool things you guys are doing. Some, some stuff we've never actually really dealt with or heard too much of and wind, [00:03:00] but, um. Yeah,
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    24 m
  • GE Vernova Q3 Results, Offshore Wind Struggles Worldwide
    Oct 28 2025
    Allen, Rosemary, and Yolanda discuss the IEA's 27% cut to offshore wind forecasts, GE's wind financials, and Ming Yang's revolutionary 50MW dual-rotor turbine. 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 Saxon, Phil Totaro, and Rosemary Barnes. Allen Hall: Welcome to the Uptime Wintery Podcast. I'm your host, Allen Hall in the Queen city of Charlotte, North Carolina. Rosemary's in Australia on her way to Sydney and Yolanda Padrone is here on site at a wind farm in Texas and there has been a, a number of news articles this week. Joel's over actually in Copenhagen enjoying, uh, the sites and sounds of that great city, the International Energy Agency slash its five year offshore wind growth forecast by. Are you ready for this? 27% citing policy shifts, obviously in the United States and [00:01:00] project cancellations across Europe and Asia. The big one in Asia is the Japan's Mitsubishi pulling out a couple of projects there when costs, um, more than doubled according to them. And Denmark is changing from, uh, negative bidding auctions in favor of contracts for different, so there has been a, a big pullback in offshore wind. It's not zero, you know, it's not going to zero at any time. I think there's just a lot of projects that appear to be reassessing the interest rate environments, the ability to get turbines, the cost of ships, everything. And rosemary in Australia, it does seem like there's been a little bit of a pullback there too for offshore wind. Uh, Rosemary Barnes: yeah. I mean it's, it's hard 'cause we're still like in such a, just a nascent part of the. Industry. It's still really far from clear whether we need or are going to get any offshore wind at all. Victoria has some pretty solid commitments to it. The government [00:02:00] does so. That's probably as close as, um, anything to being certain that we'll get some offshore wind. But, um, probably we've all learned, America has shown us that a political com commitment is not as, you know, a government commitment is not as locked in as what we probably would've thought it would mean, um, a few years ago. So, yeah, we'll see. I think Australia is struggling like the rest of the world. We're struggling a bit just in general with getting projects to, um, FID and. You know, getting construction actually underway and offshore wind is just like, you know, the same problems but on steroids. So it's no surprise that you'd be seeing more challenges there. There's been a few projects that have, um, been canceled or paused, but you know, they weren't at the point where there were definitely going ahead. So it's, you know, like there's a huge pipeline that makes almost no sense for how many projects there are in planning. Obviously some of them are going to [00:03:00] not go ahead, probably most of them. Um, and yeah, so we'll, we'll probably see many more cancellations and I think we'll see at least a few offshore wind farms and probably those early examples are gonna dictate a bit how easy it is for other people to follow, or how much anyone even wants to follow. Allen Hall: Well, is it gonna become a case where. Certain countries are, uh, focused on certain energy sources like France and Nuclear, and the UK will be offshore wind, onshore wind, and solar. Germany sort of a mix of everything,
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  • Germany Hits Negative Prices As France Goes Subsidy-Free
    Oct 27 2025
    This episode covers three major wind power milestones: Germany hitting 51 GW of wind output with negative electricity prices, France launching its first floating offshore wind farm without subsidies, and Australia's Goyder South becoming South Australia's largest wind farm at 412 MW. 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, Alan Hall, shares the renewable industry news you may have missed. Allen Hall 2025: There is news today from three continents about wind power in Germany. Last Friday, the wind began to blow storm Benjamins swed across the northern regions. Wind turbines spun faster and faster. By mid-morning wind output hit 51 gigawatts. That's right. 51 gigawatts the highest. Since early last year, wind and solar together met nearly all of Germany's electricity needs, and then something happened that would have seemed impossible. 20 years ago, the price of electricity went negative. Minus seven euros and 15 cents per megawatt hour. Too much wind, too much power, not enough demand. Meanwhile, off the coast of Southern [00:01:00] France, dignitaries gathered for a celebration. The Provenance Grand Large floating offshore wind farm. 25 megawatts. Three Siemens Gamesa turbines mounted on floating platforms. France's first floating offshore wind project. a real milestone, but here is what caught everyone's attention. No government subsidies. EDF, Enbridge and CPP investments. Finance the entire project themselves. Self-finance, offshore wind in France. Halfway around the world in South Australia, Neoen inaugurated Goyder South. 412 megawatts, 75 turbines, the largest wind farm in the state, the largest in Neoen portfolio. It will generate 1.5 TERAWATT hours annually. That's a 20% increase in South Australia's total wind generation.[00:02:00] The state is racing towards 100% net renewables by 2027. Goyder South created 400 construction jobs, 12 permanent positions, over 100 million Australian dollars in local economic impact. Three different stories, three different continents, Europe, Asia Pacific, all celebrating wind power. But there is something else connecting these projects. Something the general public does not see something only industry professionals understand. 20 years ago, wind energy was expensive, subsidized, and uncertain . Critics called it a fantasy that would never compete with coal or natural gas. Today, Germany has so much wind power that prices go negative. France builds offshore wind farms without government money. Australia bets its entire energy future on renewables, and here is the number that tells the real [00:03:00] story. In 2005, global wind power capacity was 59 gigawatts. Today it exceeds 1000 gigawatts the cost per megawatt hour. It has dropped about 85%. Wind power went from the most expensive electricity source to one of the cheapest in about two decades faster than pretty much anyone had predicted, cheaper than anyone had really forecasted. the critics said it could not be done, and the skeptics said it would never compete. The doubters said it was decades away, and they were pretty much all wrong. Today France celebrates its first commercial scale floating offshore wind farm. And Germany's grid operator manages negative prices as routine Australia plans to run an entire state on renewable energy. Within about two years, the impossible became inevitable, and you, the wind energy professionals listening to this, you [00:04:00] made it happen. Engineers, technicians, project managers, turbine designers,
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  • Sensing360’s Fiber Optics Catch Gearbox Failures Early
    Oct 23 2025
    Eric van Genuchten, COO and Co-founder of Sensing360, explains how fiber optic technology is changing gearbox monitoring by catching failures that standard vibration sensors miss. The company's system uses light-based sensors mounted directly onto planetary gearboxes to measure tiny steel deformations and load changes, providing early warning for the 10% of catastrophic failures current monitoring can't detect. 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 I am here with Eric van Genuchten. Uh, so Eric is the COO and Co-founder of Sensing 360. Um, and they are bringing optics, um, to monitoring for gearbox, other rotational equipment. Uh, we're gonna talk a little bit about what that means for the wind industry today, implementation retrofits, uh, from the factory, all kinds of good stuff. So, Eric, can you give us a little bit of a, of your background? What's, what makes you an expert in the space? Eric van Genuchten: Uh, that's a good question. So basically my background is. Uh, I studied physics when I was much younger than I'm now, so, uh, I'm not gonna disclose when, but, uh, I've been working since roughly 20 years and I have a background in SKF in the [00:01:00] bearing, uh, uh, manufacturing space. And basically I've been working within SKF as condition monitoring, uh, solution developer. So I've been in condition monitoring for almost 15 years now. And from SKF, where we developed, uh, condition monitoring systems for all kind of applications, but also wind of course, we went towards, um, load sensing of barrens to be very specific to help our large customers. And for that we used, uh, fiber sensing. And, uh, eight years ago, seven and a half years ago, uh, I started with two colleagues. I started sensing 360. Which is the 360 is of course the rotation, but we are using five optical sand or optics, uh, for rotating equipment, mainly bearings, large bearings, gear boxes. And uh, we have been focusing a lot on wind, uh, the last five years, uh, mainly on the planetary gearbox because that's a challenging part from the rotating, uh, [00:02:00] system to monitor. So that's where we, uh, think we can add some value. Joel Saxum: So I know like, uh, I, I wanna share this with the users too. Our listeners here too, because I came across your technology man, three, four or five years ago or something, uh, over in Europe. I, I think it was, we were in Copenhagen, wind, Europe and Copenhagen. Um, and I remember seeing you guys in like the startup space and I walked over and you had like, basically what looked to be, um, a stainless steel bearing race on the, on the table. With your sensor package on it and a live readout. And I looked at it and I went to pick it up and I was like, this is interesting. And when I picked it up, just my hand on it, I looked at the screen and I could see all the deflections happening on the screen from just me grabbing this. And I mean, it was, I mean, you remember what the product thing there was? It was probably four millimeters thick of stainless steel. Like that's not, I'm not squishing that thing with my hand, but you could see it. Eric van Genuchten: Yeah, no, a lot of people checked if we had a camera around it to see if they were mimicking the move. But basically, [00:03:00] if you ring about it, it's, it's this, this product still, we still have it, it's still operational. And this is the, the, the type of bearing a small, relatively small one for,
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  • Mingyang UK Manufacturing, RWE Cargo Drones
    Oct 21 2025
    Register for the next SkySpecs Webinar! Allen, Joel, Rosemary, joined by Yolanda Padron, discuss RWE's pilot project using drones to transport equipment uptower. Plus Mingyang has announced plans to invest $2B into a UK offshore wind manufacturing center. And Renvo' article in PES Wind Magazine highlights the needs for a convenient spare parts marketplace in the wind industry. 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. Welcome to the Uptime Wind Energy Podcast. I'm your host, Alan Hall in the Queen city of Charlotte, North Carolina. And I. Have everybody else on the podcast is in the same state. Rosemary is in Texas, in Houston, Texas. Joel's in Austin, Texas, and our newest employee, Yolanda Barone, is in Austin, Texas. Yolanda, welcome to the podcast. You're, uh, just joined us a couple of days ago and we're super excited to have you. There's been a lot going on in the wind business. Uh, Rosemary's actually over here for a conference and Joel's been helping [00:01:00] out at that conference. Just so everybody knows, Yolanda's gonna be our blade expert at Weather Guard helping us with a, a number of issues that operators have around the world, uh, for things that Rosie can't take care of. Call in Yolanda. So leading off this week, an interesting story from RWE and a big press release about it. Joel, uh, RDB has achieved a breakthrough in offshore wind logistics. By successfully testing cargo drones at its German wind farms, and, uh, the first time in German offshore airspace. Both long range autonomous drones and short distant cargo drones have been used in daily wind farm operations. Uh, the pilot project demonstrated how different drone types can deliver spare parts, tools, and supplies to turbines. Uh, they were able to move up. About 10 kilograms, which is like roughly 25 pounds over about 40 kilometers. [00:02:00] That's a pretty good rate. Uh, this is unique though to Europe because I think in the United States we're not even allowed to do this, right? Um, you can, it just depends on getting special permits. So it's called a bv, LOS or BV loss, uh, beyond visual line of sight. Uh, so you can get, if you have specific, uh, software packages and you're not over a major city and certain things, you can get those kind of, um, certificates from the FAA, but they're not easy. Uh, the, the cool thing about this is, I mean, let's just put our technician hat on for a second. Even an onshore wind farm. I'm up tower and I go, oh, Alan and Rosemary and Yolanda and I are up tower and, and I go, who brought up the 10 millimeter socket? And none of us did. Now we have to draw short straws to see you, has to climb all the way down and get the 10 millimeter and come all the way back up. Whereas with a drone, you could just fly up, land on the nelle and you have your tool, but it also means that you don't have to [00:03:00] bring everything that you might conceivably need with you up there. So like when you are climbing towers every day, you've, you're taking so much junk with you every time you go up, every time you go down and. Like it sounds easy. Oh, they've got elevators in there. And that's true. You don't have to like put it in a backpack and climb up a ladder with it. Um, in towers that have a lift, but it's still, once you get to the top of the lift,
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  • Renewables Surpass Coal Globally, Despite US Setbacks
    Oct 20 2025
    Solar and wind power are outpacing coal for the first time globally. However, the US faces challenges in meeting clean energy goals due to material shortages, a lack of skilled workers, and political roadblocks. 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! Something remarkable happened this year. For the first time in history, renewable energy generated more power than coal worldwide. Solar grew thirty-one percent in just six months. Wind and solar together outpaced electricity demand. China built more clean energy in half a year than the rest of the world combined. India's renewable growth beat demand. Their fossil fuel use dropped. Why? Simple economics. Wind and solar are now the cheapest sources of electricity. But here in America, we have a problem. Johns Hopkins researchers just discovered we'll fall thirty-four percent short of our clean energy goals by twenty fifty. Not because renewables cost too much. Because we don't have the materials to build them. Nickel. Silicon. Rare earth elements with names like neodymium and dysprosium. China controls ninety percent of the processing. And last week, they announced export controls. Meanwhile, in Britain... They're creating four hundred thousand clean energy jobs by twenty thirty. Plumbers. Electricians. Welders. Building wind farms. Installing solar panels. Running smart grids. Energy Secretary Ed Miliband put it simply: "Where are the good jobs of the future going to come from? This is the answer." The Sizewell C nuclear plant alone needs ten thousand workers. But here's the rub - they need to triple their welders, double their plumbers. The workers don't exist yet. Down in North Carolina... Duke Energy just announced a new plan. They're delaying wind projects. Extending coal plants. Not because coal is cheaper - it isn't. But because artificial intelligence and data centers are driving electricity demand eight times faster than expected. Glen Snider from Duke says they need reliability while demand surges. The irony? Duke's moving away from the cheapest new sources of power - wind and solar - just when they need the most electricity. They're choosing to extend expensive coal plants that cost more to run. Australia sees opportunity... Treasurer Jim Chalmers is in New York meeting with Blackstone and Wall Street. Australia has lithium, manganese, rare earths. They claim they can deliver the world's lowest-cost renewable electricity by twenty fifty. "Australia has exactly what the world needs, when the world needs it," Chalmers says. Think about this... The technology works. Solar and wind are cheaper than coal. Batteries can store the power. Countries using these technologies are seeing their energy costs drop. But America faces three bottlenecks: First, we don't control the materials. Second, we don't have the skilled workers. Third, states like North Carolina are choosing reliability over cost savings. President Trump calls renewables "a joke." But JP Morgan says something different. They say America will have to use renewable energy whether we like it or not. Nuclear takes too long to build. Fossil fuels cost too much. The numbers tell the story... Britain: Four hundred thousand new jobs. America: Seven hundred thirty gigawatts short of materials. North Carolina: Eight times the demand growth. Global renewables: Cheaper than coal for the first time. We're watching the free market work. The cheapest energy is winning worldwide. Except in places where politics and supply chains get in the way.
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