Welcome to European Tribune. It's gone a bit quiet around here these days, but it's still going.
Display:
by Jerome a Paris (etg@eurotrib.com) on Mon Nov 14th, 2011 at 04:09:45 PM EST
Only number 19 !!!

demand a recount

keep to the Fen Causeway

by Helen (lareinagal at yahoo dot co dot uk) on Mon Nov 14th, 2011 at 04:18:21 PM EST
[ Parent ]
Pioneering Dear Leaders

You can't be me, I'm taken
by Sven Triloqvist on Mon Nov 14th, 2011 at 04:20:40 PM EST
[ Parent ]
You should be proud, though it is said to go before a fall. You are truly one who deserved to be on that list.

I've decided to erase what i wrote about some of the other picks. (and then i couldn't stop.)

With some notable exceptions (Green Giraffe, Stiesdal), they basically sucked up to whoever was big. The inclusion of Sinovel is a travesty based upon poor turbine performance, despite Mainstream's mistake.

NextEra doesn't belong there as an example of green utility, what with the parent having stopped solar power for three decades... in Florida!!!

Tulsi Tanti? Can he even sell a Suzlon turbine these days?

Denise Bode? Has AWEA achieved anything even near what Christian Kjaer has achieved in Yurp with far longer service. Last i looked, AWEA remained unable to reframe the energy debate with the same arguments for the past decade. Meanwhile, EWEA has consistently changed the game here.

Respect for Andrew as well, for building GH and selling it to Germanischer Lloyd. I well remember giving him a tour of our main project before he started GH.

My opinion of the editorial change at Windpower Monthly just dropped, even though i wrote the End Of Warranty Inspection article for their special this past summer.

i shut up now. At least you're one of the ones there who truly deserved it, J. You should be proud.

(I wonder why they didn't pick the project manager of Alpha Ventus, who lived on the installation ship for six months! I loved spending hours with him today. Respect.)

(PS. Knew i shouldn't have clicked post.)

"Life shrinks or expands in proportion to one's courage." - Ana´s Nin

by Crazy Horse on Mon Nov 14th, 2011 at 04:50:42 PM EST
[ Parent ]
Here's Tulsi Tanti finally venting what's been known since 2011 began, the onshore wind industry is getting squeezed, The stranglehold between on one side artificially cheap wind turbines from China (with performance not close to European standards), and on the other of a coordinated attack on the industry and its costs from the conventional fuel poisoners.

Wind Power Faces Zero Margins, U.S. `Boom and Bust,' Suzlon Says


Nov. 14 (Bloomberg) -- Wind-turbine makers have seen profit margins wiped out, and the potential end of tax credits in the U.S. will see its "boom-and-bust" market persist, Suzlon Energy Ltd. Chairman Tulsi Tanti said today.

"Today everyone is selling just at cost level," Tanti said in an interview in Mumbai. "You're almost getting Chinese prices in the U.S. Nobody is making any margin whether it's a supplier, a turbine company or a project construction company."

Tanti's remarks add to concerns voiced last week by the heads of Vestas Wind Systems A/S and Gamesa Corp. Tecnologica SA, Suzlon's rivals in Europe, about the health of the world's second-biggest wind-turbine market. The companies already are coping with slimmer margins caused by cuts to subsidies across Europe and the growth of Chinese competitors led by Sinovel Wind Group Co., which benefit from state funding to expand abroad.

You will also notice that three of the others on Jé̂rôme's list are quoted saying the same. What they are talking about is the failure of AWEA to capitalize on the industry's strength over the past five years, and a return to the traditional insanity of the US boom and bust cycle.

Some of the 2nd tier companies are already under intense pressure to survive. Vestas is downsizing as we speak, and Spain's socialist turncoats have effectively cut off much of 2012 for development, which will hurt Gamesa more than it already is.

In the US i've seen this boom and bust cycle three times already, each time driving key players into bankruptcy or near. I stopped fighting after a while, as it was fruitless. One not only had to fight the entrenched conventional energy interests, but they owned some of the wind industry's key players, and made sure not to upset the parent's apple cart. Since the industry had no where else to support, it had to let players like NextEra have their way. Now see what that's brought.

There is now also in the UK a concerted effort to skew the debate with false new analysis. Jé̂rôme likely knows better how successful the UK attack is going, since it's relatively new i can't say.

At the end of the day, the fate of the wind industry has nothing to do with engineering or finance. It's all political, with the biggest global firms in the game, and the politicians a veritable sideshow, with some notable exceptions.

I haven't been so frustrated in a decade or more. I haven't been so feisty either, especially this early in the morning.

(But see the next comment for some good news.)

"Life shrinks or expands in proportion to one's courage." - Ana´s Nin

by Crazy Horse on Tue Nov 15th, 2011 at 01:45:59 AM EST
[ Parent ]
The US boom and bust has been incredibly damaging to the industry - and not just in the US. During the most recent boom (2005-2008), manufacturers under-invested in production capacity, as they feared (rightly) that demand would not last - this resulted in turbine shortages, price increases across the supply chain, and speculative behavior (financial investors buying rights to tons of turbines in advance and reselling them later). That damaged the price competitively of wind.

And now we have the bust phase, which is killing the same manufacturers on the way down - something now further amplified by the Chinese coming in, as CH noted, with cheap financing in their pockets (something that the US won't do because it's communist or something, and the the UK won't do either, but that Germany has done to a much larger extent than people realize - and smartly so, as it's the cheapest way to bring costs down...)

Wind power

by Jerome a Paris (etg@eurotrib.com) on Tue Nov 15th, 2011 at 04:28:02 AM EST
[ Parent ]
As if to underscore Sven's view of the power of the net, we have this gem of a propaganda tool from Vestas.

Vestas Launches One-of-a-Kind Marketing Campaign


In its largest marketing campaign to date, Vestas, the global leader in wind energy, is using LinkedIn and Bloomberg Businessweek to reach out to corporate decision makers, informing them about the brand building and financial benefits of investing in wind energy. Vestas believes that corporations are part of the solution for climate change and they are in the position to do more by investing directly in wind energy. (Since corporations run our world now. Ed.)

"We have launched one of the most unique marketing campaigns to talk to the top executives and decision makers from many Fortune 500 companies about the financial and brand building benefits of investing in renewable energy and specifically wind energy," says Morten Albaek, Group Senior Vice President of Global Marketing and Customer Insight at Vestas.

Notice the campaign has to use the language of the robber barons, as if stopping CO2 and poison production is "brand building."

Still, you've got to give Engel's team some credit.


Recipients of the customized magazine are directed to customized versions of EnergyTransparency.com with energy consumption data specific to their company and industry sector; and/or consumer brand perception data.

Simultaneously, select executives will receive a personalized InMail through LinkedIn, guiding them to customized websites. Over 400,000 employees of these firms will be encouraged to click on company-specific banners on their LinkedIn pages, guiding them to the same sites. Over 650 custom sites have been created for all audiences with individual data for each brand.



"Life shrinks or expands in proportion to one's courage." - Ana´s Nin
by Crazy Horse on Tue Nov 15th, 2011 at 01:56:51 AM EST
[ Parent ]
I want to be clear to separate my pent up frustration at the current state of the industry, and the enormity of what Jérôme has accomplished. I hope all of you can try to imagine the difference in scale that offshore windpower in Europe entails... the photos we've posted in the past just hint at what this truly entails.

At the beginning of commercialization of offshore wind, it was expected that project costs could only be born by major utilities, and similar global companies.  Jérôme has shown offshore parks can be developed by institutional finance as well.

He is also responsible for bringing in governmental banks such as the European Investment Bank and the similar German KfW into the mix, a very important step.

Respect, and a doff of the cap to  Jérôme and the Green Giraffe team. Looking forward to meeting in Amsterdam.

"Life shrinks or expands in proportion to one's courage." - Ana´s Nin

by Crazy Horse on Tue Nov 15th, 2011 at 02:10:57 AM EST
[ Parent ]
Is there a meet-up in Amsterdam?

'tis strange I should be old and neither wise nor valiant. From "The Maid's Tragedy" by Beaumont & Fletcher
by Wife of Bath (kareninaustin at g mail dot com) on Tue Nov 15th, 2011 at 06:04:57 AM EST
[ Parent ]
Likely a trade event in the Wind sector.

To err is of course human. But to mess things up spectacularly, we need an elite — Yanis Varoufakis
by Migeru (migeru at eurotrib dot com) on Tue Nov 15th, 2011 at 06:10:30 AM EST
[ Parent ]
EWEA Offshore 2011

"Life shrinks or expands in proportion to one's courage." - Ana´s Nin
by Crazy Horse on Tue Nov 15th, 2011 at 06:23:40 AM EST
[ Parent ]
Hah... had my fingers crossed for nuthin'.

'tis strange I should be old and neither wise nor valiant. From "The Maid's Tragedy" by Beaumont & Fletcher
by Wife of Bath (kareninaustin at g mail dot com) on Tue Nov 15th, 2011 at 10:50:38 AM EST
[ Parent ]

Display:

Top Diaries

Occasional Series