Truth To Power

Truth to Power - Episode 27


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On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro concludes the analysis IntelStor has completed on #windenergy asset profitability & the prospects for the O&M market in the USA.

 

The average cost of maintenance for wind energy assets in the USA is $6.44 / MWhr produced. It’s pretty clear that as assets age they become more expensive to maintain. However, as assets age, the maintenance cost will escalate at different rates.

 

If we look at the average age of a drop in energy yield from a P50 to a P75, we tend to see an average in the USA of just under 11 years. This is partly due to asset management style, but also varies by OEM equipment. Some asset owners are deliberately running turbines into the ground to maximize their PTC revenue, then repower after 10 years.

 

Since that operational model is slowly going away with the loss of the PTCs by the end of 2027, owners are now looking at who shows the best resilience. We plotted that at IntelStor with a breakdown by OEM equipment, and the results were very interesting.

 

Have a listen today, and get in touch with your best questions about the #renewableenergy market in the USA or any other country around the world.

 

This show examines data driven insights for the energy sector, with a focus on renewables. To subscribe to IntelStor Research Notes and get early access to our latest content as well as these Truth to Power weekly editorials, visit https://lnkd.in/grfixJn

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Truth To PowerBy IntelStor