Nuclear and Gas declared green by EU for 2023?

The Uptime Wind Energy Podcast

Nordex has closed its Rostock plant in Germany and is moving all blade manufacturing to India. Vestas' sales are down – way down - and Allen thinks flagging US onshore development is part of the reason. Meanwhile, offshore construction may soon get a new assist: the Bleutec BMIS (Binary Marine Installation Solution) is a Jones Act-compliant concept ship expected to manage both foundation installation and turbine installation. And France's new PM is looking for a compromise between nuclear, natural gas, and palatable energy prices - is nationalizing EDF the way to go? Methanol may be the shipping industry's new green fuel choice, and work to convert old ships to new and dual-fuel systems is underway. The EU is ready to declare that gas and nuclear are green, and Rosemary doesn't completely disagree. Find out why. And, in case you don’t know what a Dunkelflaute is, you can find out here. 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! Uptime 121 Allen Hall: All right. Welcome to the uptime winner energy podcast, big week this week, a lot of news on the show. Joel Saxum: So we're gonna talk about Vestas wind turbine orders dropping in Q2 as compared to last year. And why some of the reasons that may be also gonna visit France to nationalize EDF completely this Allen Hall: time and Nordex closes its. Allen Hall: Blade plant in Germany and moves everything to India. Rosemary Barnes: And then we talk about the EU controversial decision to declare gas and nuclear investments as Joel Saxum: green. So in in efforts as well for the us to hit 30 gigawatts of offshore wind, we're gonna talk about some new concepts in Jones, act compliant vessels that are gonna be. Joel Saxum: Hopefully built here in the us soon. And then also staying on that same trend of vessels methanol, starting to win the hydrogen shipping race to lower emissions globally for our shipping. Allen Hall: So hold on it's a packed show. We'll be back after the music. Allen Hall: All right guys, Vestas orders and Nordex orders. Some really interesting developments there, Vestas publishes every quarter, their sales numbers, because they're publicly traded company. And so does Nordex, but Vestas actually describes every single order that they have. It's really interesting on the. Allen Hall: So in, in Q2 of 2022, this, this last quarter, they had roughly 1700 megawats sold and that's down quite a bit from where Vestas has been in Q1. They had 2,900 megawats sold and looking back one year ago, Vestas had orders of almost 5,300 megawatts. So year on year. Qu like quarter to quarter Q2, 2021 to Q2 2022, their sales are down about 66%. Allen Hall: That's a big drop for such a large company. And it, it seems very odd cause I know the, the vest is sales group is extremely aggressive. And if you watch the news enough, you you'll notice that they're, they are everywhere. all across the planet. And one of the key pieces, and I wonder if this is what's driving it is that only 20% of the orders. Allen Hall: we're in the us, about 350 megawats was in the us. And we have seen the onshore win purchases and, and agreements in the us are just, are gonna plummet. The predictions in 2023 are totally minuscule compared to where we were. And nor Nordex has a, a sort of a similar situation, even though Nordex sales Rose A. Allen Hall: Little bit, they, they sold 1800 megawatts in Q2. This year versus 1.5 last year the distribution of sales is, is fascinating. Nordex tends to sell mostly in Europe, about 60% to Europe, about 30% in Latin America. That's 90% total.