Weather Guard Lightning Tech

UK Bans Ming Yang, Vestas Plans Scotland Factory

The UK bars Ming Yang on security grounds while Vestas announces a €250M nacelle factory in Scotland. Also, Nordex reaches a 199-meter hub height milestone and male bats use turbines as courtship song perches.

Sign up now for Uptime Tech News, our weekly newsletter 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 YouTube, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary’s “Engineering with Rosie” YouTube channel here. Have a question we can answer on the show? Email us!

[00:00:00] The Uptime Wind Energy Podcast brought to you by Strike Tape, protecting thousands of wind turbines from lightning damage worldwide. Visit strike tape.com. And now your hosts.

Allen Hall: Welcome to the Uptime Wind Energy Podcast. I’m your host Allen Hall, and I’m here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And. The hot news this week is Scotland, and Scotland is gonna be a major hub for manufacturing for all the offshore wind that is happening in the UK and around Europe.

Well, the UK government ruled that Chinese turbine maker Ming Yang poses a national security threat and blocked its products from UK offshore wind projects, which in turn killed a plan for a one and a half billion pound Scottish factory. And then a couple of hours later, Dana Danish Giant Vestus announced plans to build its own cell [00:01:00] and hub factory in Scotland with an investment of about 250 million euros and up to about 500 jobs.

Uh, but there is still a catch. Vestus is only going to move forward if it wins enough orders from the UK’s offshore wind. Auction program and allocation round eight was announced recently, so that’s gonna happen. So obviously Vestus would like to win a number of turbine orders from that, but that’s a pretty major announcement by the UK and by Vestus.

It does seem like Vestus will be the leader in offshore winds in the uk. Is that the long term play now? Is that there’ll be a primary. Wind turbine source for the uk and that would be Vestas.

Rosemary Barnes: Weren’t we just covering, didn’t we just cover last week about another Danish manufacturer who just closed in a cell, uh, manufacturing facility in Denmark?

Allen Hall: Siemens did.

Rosemary Barnes: So yeah, one week [00:02:00] Siemens is closing a factory in Denmark and the next week. As Bestus is opening similar factory in the uk. So that’s a interesting little geographic, uh, bit of information,

Matthew Stead: isn’t it? Thanks to our friends, the royal family in the uk, that they’re really promoting offshore wind.

Matthew Stead: Uh, my understanding is they own the rights to the offshore water.

Uh, well, obviously the offshore, offshore area, and they, they have promoted, um, the use of leases. And I, I understand, I might be cor incorrect, that the royal family is the one that may gain the, the benefit from the leases.

Allen Hall: It’s the crown of state in the UK that. Manages the royal family’s holdings. [00:03:00] Some part of the awarded amount or the, the leases are going to go to the royal family.

I forget what that number is. Maybe 10% of ’em. And the rest basically are the treasury of the uk.

Matthew Stead: Oh, not all of it.

Allen Hall: Yeah, not all of it. But yeah, I mean it definitely benefits the royal family.

Matthew Stead: Yeah. So kiosk to the royal family for promoting it.

Allen Hall: Well, the price of petroleum in oil products recently has skyrocketed, of course.

And, uh. The push to get renewables as the leading source of electricity generation in the UK is a massive move, which will. Promulgate all through Europe, everybody’s gonna be on that same pathway, I would think. Right now, the, the, the unique part about the UK and these, these Scottish efforts is that the speed at which the UK and Scotland in particular are going after it, you see some commitment by the Scandinavians in Germany to get to some of these numbers.

But, uh, the UK is putting in an action. And they have a in, uh, industrial growth plan, which [00:04:00] is a little bit unique that this is part of the growth strategy of the UK is they’re trying to grow jobs, they’re trying to get higher paying jobs into the uk and this is the, the one way they’re trying to accomplish it.

I was listening to a podcast today talking about this. It was someone representing, I think it was great British energy, but they are at least the, as the discussion points, they were trying to show comparisons. To what will happen and when to What has happened in the past with aerospace that the UK realized it’s good at composites, manufacturing wings, doing power plants, rolls Royce is there, right?

So there’s a number of parallel. Tracks that the UK is going to to try to do through, um, their knowledge of aerospace into the wind turbine market. We’ll see if that comes to fruition. I’m not sure where these vestus turbine blades are gonna be built. They’re gonna be V 2 36 turbines, 15 megawatt machines out in the water.

I, I assume that the turbine blades are gonna be coming from outside the [00:05:00] uk, but maybe the UK is working on something with Vestus about that.

Rosemary Barnes: I don’t know, but, but the UK government with their auctions has definitely laid the framework that would enable manufacturers to make that sort of investment or that, that sort of investment decision.

So it wouldn’t, wouldn’t surprise me if we saw more manufacturing there. They’ve got, you know, the most secure, uh, and long, long term pipeline, more the most visibility around. Future projects. So if I was a company looking for, you know, where am I gonna open another factory, that would probably be quite appealing.

That security really helps when you’re planning out a factory to know that you’re highly likely to have orders filling it for, you know, the lifetime of the factory. Even if costs are a little bit higher, I think that it would be, you know, you can offset a certain amount of cost by. The certainty.

Allen Hall: What are the short term ramifications for Chinese wind turbine manufacturers in Europe?

Are you gonna see [00:06:00] more of these type of moves like the UK just did today, where they’re gonna put some prohibitions in? Or will there be some places that, uh, Chinese manufacturers can set up base?

Rosemary Barnes: To me, it’s really strange because it’s, it’s like you’re worried about security, so you don’t let them come bring their technology to your country.

It’s. Like the, to me, the obvious thing is the other way around. If they’re worried about, um, technology transfer and IP theft, that they, um, should have prevented European wind turbine manufacturers from sitting up factories in China, because surely that’s how the big transfer of knowledge happened. Now China, you know that that’s where, that’s where they learn how to make win winter turbines 10, 20 years ago.

Um, and what they’re doing today in China is, is not, it’s not like static from that. They have also developed their own, you know, their own ideas and taken the technology in a different direction. Why don’t we take the opportunity to learn from that? I, I find it a bit, [00:07:00] a bit funny that, um. Yeah, that you would ban a manufacturer from coming to your country because you’re concerned that they have, um, you know, copied or stolen your technology in the past and can’t see how they’re gonna do that by bringing their tech to your country.

Matthew Stead: And how does that tie in with the discussion we had the other week about the tariffs and removal of tariffs on certain components? Um, Alan, do you know if that’s linked at all?

Allen Hal...