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Philip TotaroMr Philip Totaro is the founder and CEO of Totaro & Associates, a consulting firm focused on innovation strategy, market research and competitive intelligence, product development and patent search for the wind industry. For Windtech International he writes a column about the future of technology within the wind energy industry. He can be contacted at ptotaro  @  totaro-associates.com.

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, Totaro & Associates

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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, Totaro & Associates

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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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Renewable Energy Digitalisation Growth Poised to Reap Benefits for the Data Rich

Phillip June 18Digitalisation in renewable energy (RE) is poised to become a major opportunity for revenue growth for OEMs, data analytics companies, and data rich asset owners. The emergence of the RE digital services ecosystem creates a definitive need and opportunity for data-as-a-service (DaaS), which is likely to be a significant revenue driver as part of the overall digital services sector. The market for digital services in RE is likely to grow to US$ 91.7 billion by 2027.
 
By Philip Totaro, CEO, Totaro & Associates

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Turbine OEMs with Product Portfolio Diversity are Most Successful in US Wind Market


Philip april mayThe wind market in the USA has seen tremendous growth in recent years, but the market has seen separation between OEMs GE, Vestas and Siemens Gamesa Renewable Energy (SGRE) from the rest of the pack. A key factor which has enabled the success of these three OEMs is the diversity of their product portfolio to serve almost any power density.
 
By Philip Totaro, CEO, Totaro & Associates

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