GE Vernova Slows in Q2, How will 2024 US Election Impact Wind?
Highlights from Uptime episode 226 & exclusive content
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GE Vernova’s Q2 investor event was quite a show. Will the company’s plan to focus on only three platforms - and primarily onshore - help it reach profitability in 2025? 2026? Or later? And if GE gets serious about US blade production, will it be more competitive in the states, and possibly abroad? Tune in for first impressions and thoughtful insights from Allen Hall, Joel Saxum, and IntelStor’s Phil Totaro.
While Dogger Bank A hit a significant milestone and the EU has shown renewed enthusiasm and commitment to clean energy, the US presidential race has gotten pretty interesting lately. Among other things, it’s worth a discussion regarding how the next administration could slow down or speed up wind energy projects and production. Wade in with us…
North Bend Wind Project in South Dakota is our Wind Farm of the Week. Project owner and developer ENGIE North America expects the project to be commissioned in 2025. North Bend Wind will have the capacity to power 73,000 households and to offset 620,000t of carbon dioxide emissions (CO2) a year. The Findings of No Significant Impact (FONSI) documents and the Decommissioning Plan and Reclamation Cost Estimate together amount to 57 pages of publicly available information on the project, but why read all that when Joel delivers the details - plus info on scheduled maintenance - in just a couple of minutes?
We know you’re busy, so when you click on the links below, they’ll take you straight to the stories that we’ve covered in the podcast. Catch up with us in person at a trade show, or reach out to share your thoughts or to ask your wind energy questions.
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Interesting Finds From Around the Web
Re-elected EU Commission President commits to clean industrial deal
Supply chain squeeze threatens to blow UK wind power plan off course
Inter-array cable works completed on Dogger Bank A
Siemens Gamesa will resume production of its 4.X turbines
Vestas installs prototype V172-7.2MW™, its most powerful onshore wind turbine
Solar PPA prices flat, wind prices continue to rise
Nantucket may sue energy company after turbine mishap
Holyoke zero-carbon cement maker lands 2,000-ton order from Vineyard Offshore
Follow The Money: Kitemill Aims For Wind Energy From The Sky
Nordex debuts a US wind turbine optimized for lower wind speeds
EOLIAN kicks off bio-based wind blade development
Political Conundrum in the USA - A Pro-Green Agenda vs Lower Interest Rates
⚡️ NEWS FLASH 7/29/24: Nordex U.S. Turbine, Sierra Leone INvestment, €2M to Modvion
➡️ New Interview: Pearce Renewables Training Center: Expert Wind Instruction
Did you know? Blade Platforms provides truck-mounted access solutions in for Aerospace, Renewable Energy, and Construction clients. Find out more here.
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Wind Energy Stock Watch
Vestas (VWDRY) $8.02 USD
GE (GE) $167.48 USD
Siemens Energy AG (SMNEY) $27.43 USD
Goldwind (XJNGF) $.54 USD
Iberdrola (IBE.MC) €12.18 EUR
Nordex (NRDXF) $14.00 USD
Stock prices as of close Tuesday July 30, 2024. Note some stocks use OTC Delayed Price.