Siemens Energy's costs soar, GE invests more in ORE, and will NY renegotiate for offshore?
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Naturally, we lead this week with a?snake falling from the sky?onto a woman's arm. The takeaway:?hiring someone?to mow your lawn is a prudent move. Siemens' quality issues?are getting more expensive, and some analysts say the company may not see a profit again until 2026. Is Siemens being too transparent about its process problems??IntelStor's Phil Totaro?considers some potential long-term consequences for the company, and the industry, while Rosemary and Allen discuss specific quality issues affecting Siemens - from wrinkles on blades to?debris in bearings.?Although?TPI and GE announced four more blade production lines (in Mexico),?our hosts agree?TPI's quality issues?aren't over, either. Allen and Rosemary weigh some of the pros and cons of?automation vs. manual manufacturing?processes.?
Wind and solar companies in Texas?are sweating a potential rule change that could require owners to upgrade equipment so as to avoid tripping during a disturbance on the grid.?Is it as bad as they say? Or worse??In the UK,?GE Vernova has invested?(more) in the ORE Catapult Research Center, this time intending to help?drive down the LCOE. Our?Wind Farm of the Week is?Patton Wind Project?in Pennsylvania, because Football. Well, that and a few other reasons, like it's an?ideal location for wind.?Listen?for all this and more in the latest episode, and share your thoughts right here on?LinkedIn.?
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