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GE Vernova Q2 Wind Losses, Envision AI Turbine for Fortescue

GE Vernova Q2 Wind Losses, Envision AI Turbine for Fortescue

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GE Vernova posts a record quarter as gas and grid surge while wind orders drop 40%. Plus Envision grid-connects its first AI turbine for Fortescue. Visit https://woma2027.com/ to register speaking and sponsorship interest! 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! If you haven’t visited woma2027.com, you should do so right now because we are putting together all of the, uh, events at WOMA 2027, which is March 3rd through 5th in Melbourne at the Pullman, Matthew, Pullman East? Pullman East Melbourne. And it’s packed full. Our, in fact, actually, we have so many people applying to attend the event, we’re getting a little nervous on if the size of the venue is not large enough, and we, we have a lot of people already chime in wanting to be sponsors, which is great. But I wanna talk about what you will experience at WOMA. We’ve done it for two years now, and the feedback has been great. And Yolanda, you’ve been to the one just this past February, and participated in panels and saw some of the, uh, workshops and was involved in a lot of WOMA 2026. What are you expecting in 2027, and what did you think of 2026? Yolanda Padron: I thought [00:01:00] 2026 was great. I loved seeing everybody there. Uh, got to meet a lot of new people. It was, it was sweet. There was a lot of r- people returning from WOMA 2025, um, and a lot of new people that were told that that was the event to be at to learn about wind, which was really, really nice to hear. Uh, something that I loved, especially since we’ve been through quite a few conferences since then and before then, was just the fact that, like, you’re, you’re just talking about problems and just talking about solutions, and you’re talking about real stories, and it’s nothing that’s super, super public. You know, like, you, you can have real conversations with real people. I know during a panel I mentioned a, a solution to an issue that I had seen that was kind of niche, and then, uh, like three minutes later, like I had had some people come up to me and we all talked about the problem that we saw and then [00:02:00]talked about their problem, and it was really similar, and obviously in a totally different continent. And it was, it was good to, to be able to have those conversations that you usually wouldn’t have elsewhere, especially if everything’s just really, really public and just big and you’re having a lot of people sell at you, and it’s, it’s just something that we’ve really shied away from. What, what was your favorite part of it? Matthew Stead: I, I think, um, it was really the fact that it was a a technical, useful, helpful conference rather than having some rando talking about things that they’re told to talk to you about Allen Hall: It’s real answers from real problem solvers. And everybody’s gonna be in Melbourne on the 3rd through the 5th of March 2027. If you’re interested in attending, you need to go to woma2027.com. If you’re interested in sponsoring, it’s also woma2027.com. There’s limited [00:03:00]sponsorship left, so if you wanna do something, you better get in quick. And if you wanna attend the event, and I suggest that you do, that you visit woma2027.com and get registered today 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. It’s been a busy day as we record because GE just announced its second quarter earnings and a bunch of things about the business. They had an investor call early, early, early on the East Coast, and even earlier for those on the West Coast of the US, and it was a very good quarter for GE, but a really lopsided one. Uh, GE Vernova reported second quarter orders of [00:04:00] $24.2 billion, up 88% with a backlog that has now climbed to $176 billion. Free cash came in at $5.1 billion. Man, $5.1 billion is a lot of cash, everybody, which is more than the company generated in all of last year. So they made more in one quarter in cash than made in all of last year, and management is raising its full year guidance, but the strength is coming from gas power and the electric grid, not from wind. The wind segment saw orders fall 40% and revenue slip 10%, and the company still expects wind to lose about $400 million this year. Although in the investor call, they did say that the forecast for wind in Q3 and maybe even Q4 was to be...
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