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Philip TotaroPhilip Totaro is the Founder and CEO of IntelStor, a market research and strategic advisory company focused on renewable energy. He has over 12 years of experience in the power generation industry, having previously worked for General Electric as well as Clipper Windpower. His company has helped cultivate over 600 inventions and has filed over 350 patents. Its strategic market analysis has led to the funding justification for over US$ 600 million in R&D investment and it has provided advice for over US$ 1.8 billion in mergers and acquisitions transactions. He can be contacted at ptotaro  @  intelstor.com.

Wind Energy Industry Research and Development Spending to Top US$ 36.9 billion by 2028

Global Wind Energy RD Spend to 2028As the wind turbine market enters a new era driven by subsidy-free and tax-credit-free cost parity, a new generation of wind energy technology is poised to hit the market by 2020. Markets which are shifting towards a competitive tendering process continue to drive the need for higher annual energy production as well as lower capex, opex and levelised cost of electricity.
 
By Philip Totaro, Founder and CEO, IntelStor, USA

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Feed-in Tariff Turmoil in Taiwan Will Likely Cause the Offshore Wind Industry to Shift Focus to Nearby South Korea

Offshore Wind Energy Emerging Market Attractiveness v2With more than US$ 647 million of foreign direct investment in offshore wind project development and domestic supply chain ramp-up at stake, Taiwan risks losing its mantle as one of the hottest offshore wind energy markets in the world. At the heart of this is the change in the feed-in tariff, which could face a steep reduction.
 
By Philip Totaro, Founder and CEO, IntelStor, USA

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OEMs are Shifting Towards Global Supply Chain Cost Optimisation at the Expense of Optimal Turbine Levelised Cost of Energy

Modular Design CapEx ImpactThe era of auctions and tenders is well and truly upon the wind energy industry, and the supply chain is already starting to feel the pinch. Some companies have reported tighter and in some cases negative margins in their Q3 and Q4 quarterly financial disclosures as they reconcile their business with a largely subsidy-free era.
 
By Philip Totaro, Founder and CEO, IntelStor

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With +10MW Offshore Turbines as the New Normal in Europe, Where Do the Chinese OEMs Go Next?

Philip October China Offshore MarketThe largely anticipated release of the GE Haliade-X has set the offshore wind industry alight with the anticipated product responses from SGRE and MHI Vestas. However, with most Chinese OEMs still between 3 and 6.7MW in nameplate rating for their offshore wind turbines, what will they do next to compete on product evolution in the Chinese and other Asian offshore markets?

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Wind LCOE Set to Drop Further Thanks to the Expiration of Seminal Patents

Quantitative Patent FilingsThe supply chain in wind energy is feeling a profit margin squeeze from the global shift towards auctions/tenders. As a consequence, it is constantly seeking ways to cut costs and remain competitive. However, one key way in which many OEMs and component suppliers are missing the opportunity to save on capex costs is to leverage royalty free technology.
 
By Philip Totaro, Founder & CEO, IntelStor

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The Right Product Mix and a Modular Architecture Can Protect OEM Profits in the Age of Tenders

Brazil Annual Capacity AdditionsAs global markets fluctuate in terms of capacity additions on an annual basis, and auctions/tenders threaten wind turbine OEM profitability, a few manufacturers have taken steps to ensure their survival. These steps involve a diversity of product mix and a modular product architecture which will allow them to more evenly distribute their global manufacturing while maximising supply chain cost efficiencies and also providing a mechanism for global sales.

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