US Wind Installs Fall 17%, China’s Undersea Data Centers

American Clean Power's Q1 report shows the weakest quarter since 2023, China plugs an undersea data center into offshore wind, and thermal imaging spots hidden blade damage. 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! Allen Hall: The Uptime Wind Energy podcast, brought to you by StrikeTape. Protecting thousands of wind turbines from lightning damage worldwide. Visit StrikeTape.com. And now your hosts Welcome to the Uptime Wind Energy podcast. I'm your host, Allen Hall. I'm here with Rosemary Barnes, Matthew Stead, and Yolanda Padron. And three out of the four of us, everyone except Rosie, went to Houston this past week. Matthew, you were on the floor. Yolanda, you were on the floor this week. What did you think? Matthew Stead: I think there was a few sort of common themes that I picked up. One, the obvious one which keeps coming up every time is insurance and lightning, and insurance, and all those sort of things. probably the other point that I observed was really strong supply chain. they had everyone, all the people, e- even people, building boxes. And [00:01:00] so they had boxes, transportation, cranes, really strong, supply chain. also really strong on the batteries, like the CATL batteries, et cetera, et cetera, and solar. I think that seems to be getting a bit more, a bit more, mature and more obvious. obviously blades, lots of people talk to us about blades, maybe 'cause we talk about blades. But, lightning root issues, blade bolts, those sorts of things, leading edge erosion, robotic repair, et cetera, et cetera. a bit about, add-ons like PowerCurve, were fairly visible, so that was good. but there was a lot of secret meetings in rooms away from the actual event. so that was one observation. and the other observation was perhaps not so many operators that actually [00:02:00] work on a day-to-day basis. That was my subjective impression  Rosemary Barnes: Speaking of secret meetings in rooms, what were you guys doing around the time of ACP?  Matthew Stead: So the Australian American Chamber of Commerce organized a special event, with two Australian companies to launch a new product, which monitors lightning and then transmits the results using satellite communications. So it was very open, but invitation only, Rose.  Rosemary Barnes: I, actually, I- the comments, 'cause people are always, after our first go organizing wind O&M event in Australia, I would hear about it from people who didn't, just chatting at, on, different wind farm sites. They didn't know I was involved, and they're like, "Oh, yeah, there's a secret event now." And it's we did our very best to publicize this, the most that we could. It was not intended to be secret. So yeah, I'm just wondering if, people are gonna think the same if [00:03:00] they, they missed out on, your event. But how was it re- received? Do, we need more events in the US?  Matthew Stead: Yes, absolutely. And I, I don't have my pin on here, but, yeah, I do have a pin from the Australian American Chamber of Commerce Texas division,  Rosemary Barnes: How was the event for you, Yolanda?  Yolanda Padron: It was good. It was good. the showroom was the, or the exhibit floor was a little bit em- more empty than I thought it would be, but it was good. It was good to, to see people, to catch up with everybody. There were some really good chats happening everywhere. and I got ... I don't know about you guys, but I saw a lot more people not from the US that wanted to come in and understand the market better than I did other years, which was nice to see. Matthew Stead: Was there any new technology on the floor this year? I thought there was a new robot company, but it was actually solar cleaning.  Yolanda Padron: I saw some rebranding from some companies, moving from former ties to [00:04:00] OEMs just m- moving into their own little companies and stuff. in a very interesting, PR move, a, an insurance company was raffling a motorcycle, which was really, funny for us to see. Allen Hall: Not very safe, is it?  Yolanda Padron: Was  Rosemary Barnes: it at least an l- an electric  Yolanda Padron: motorbike?  Allen Hall: Rosemary, you're in America.  Yolanda Padron: I don't know very much about bikes, but it was big and scary for me. did I put my name in there? Yes. We'll see how that turns out, but  Rosemary Barnes: I'm always trying to win Lego sets at, events and, try to sweet talk the, the stall managers or s- stall minders into "Oh, if somebody wins and they don't show up, could I have it?" yeah, so far unsuccessfully. Although I do have, actually you can see I've, I've got a Le- a L- Lego, in inverted commas, not Lego TM, wind turbine that we've just started making. So that's a, [00:05:00] or a tower for a... that we have created. I have succeeded in getting some sort of Lego for my podcast background. Allen Hall: Are you gonna buy the Sagrada Família Lego set that just appeared?  Rosemary Barnes: I haven't. I'm not like the hugest Lego fan. I wouldn't call myself an, what is it? AF- AFOL, adult fan of Lego? Is that what, There's a, there's an acronym. I'm not one. None of us are apparently.  Allen Hall: Oh, I don't know. I think we'll buy that one. Allen, does it take 200 years to make? Probably. I think there's around 10,000 pieces. that's what I re- recall. It, there's a lot of pieces. It's built in sections. I watched had a little discussion about it. It is really complex, but we may purchase one and put it in the lobby of our shop because that cathedral is protected by strike tape, some of the ornamental features at the top. So we'll, probably build one, but it'll, it will take a year [00:06:00] Delamination and bondline failures in blades are difficult problems to detect early. These hidden issues can cost you millions in repairs and lost energy production. CIC NDT are specialists to detect these critical flaws before they become expensive burdens. Their nondestructive test technology penetrates deep into blade materials to find voids and cracks traditional inspections completely miss. CIC NDT maps every critical defect, delivers actionable reports, and provides support to get your blades back in service. So visit cicndt.com because catching blade problems early will save you millions Let's talk about American Clean Power's, first quarter 2026 market report. So the American Clean Power Association's first quarter 2026 market report shows United States developers brought 6.4 gigawatts [00:07:00] of new clean power online in Q1, but overall capacity was down 17% year over year, the weakest quarter since 2023. Onshore wind took the hardest hit with less than 500 megawatts installed, the slowest pace since about 2018. the Department of Defense delayed approximately, 165 projects totaling 30 gigawatts and $54 billion of investment. Ken Young, the CEO of Apex Clean Energy, put it plainly, quote, "This DoD thing is real. They found a button to hit, and we got punched in the face." Unquote. Developers won a preliminary injunction in Massachusetts federal court, but the Interior Department has pledged to appeal in regards to offshore wind. Is this gonna be a permanent setback, Matthew? You think this is gonna continue on, or will this eventually get wrapped up and wind will be back on track? Matthew Stead: If I wanted cheap power, I would be building wind, [00:08:00]battery, and solar. So I think, if people want cheap power, it, will definitely come back. That's my view.  Allen Hall: Yolanda, you see some of the development. You're close to it in Austin, Texas. What are you seeing on the ground there? I think there's repowering going on, but is there much in terms of new development? Yolanda Padron: There's repowering. I think new development slowed down a little bit than this time last year, but it's still going on, both for wind, solar, and battery, which is good. on the ground level in some of these very rural towns, this is a very important source of income for a lot of those people, regardless of political affiliation. so it's important for some of these people to get these on their, in their land.  Allen Hall: Does American Clean Power have a plan to try to address this situation? Are there any lawsuits in place or any legal action on the docket?  Yolanda Padron: Not that I know of. I, know there was a, there was that lawsuit end of last year, for offshore.[00:09:00] but from American Clean Power itself, I don't know of anything off the top of my head. Do you guys know?  Allen Hall: I haven't seen much of a roadmap from American Clean Power on this particular issue on the onshore wind. I haven't seen much e-except but for a couple of summary pieces explaining what is happening on the ground, but n-no action to push back. And maybe there's some lobbying going on with Congress people and, senators, but you think we would hear about some of it. I haven't heard anything, and I'm watching pretty close. it is a little confounding because it does seem like this could be broken with one court case. Maybe not. Maybe it's more difficult than that. Yolanda Padron: I don't know. There's always a lot of, yeah, there's always a lot of lobbying going on by, not just by American Clean Power, but by a lot of these larger owners, right? A lot of them have some sort of office in DC and people coming in and out and going to meetings [00:10:00] with everybody, So I don't know. I'm also very curious to see what goes behind the scenes for that political side of things.  ...