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PODCAST

Truth To Power

Truth to Power is a weekly editorial from IntelStor Founder & CEO, Philip Totaro. It examines data driven insights for the energy sector, with a focus on renewables.

business business news

All Episodes

7:50

Truth to Power - Episode 29

Truth To Power ·

2025/12/15

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro digs into the ruling made yesterday by US Federal District Court Judge Patti Saris regarding the president’s executive order halting wind and solar permitting in the USA, and the impact on the US #offshorewind market.Since January when the executive order was issued and since April when Empire Wind saw their project construction halted, there have been six projects worth a total of more than $15 billion in project

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7:42

Truth to Power - Episode 28

Truth To Power ·

2025/12/04

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro talks about discuss the pending changes to the day-ahead market in California & Western US, and the impact that will have on renewable energy curtailments as well as capacity additions.As we approach 2026, the CAISO led initiative to establish what they call the Extended Day-Ahead Market (EDAM) has PacifiCorp and Portland General Electric entering the market next year already. PGE has more than a gigawatt of

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7:54

Truth to Power - Episode 27

Truth To Power ·

2025/11/11

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

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9:28

Truth to Power - Episode 26

Truth To Power ·

2025/11/04

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro continues a deep dive on some of the analysis IntelStor has completed on #windenergy asset profitability & the prospects for the O&M market in the USA.A total of $63 billion has been doled out to wind energy IPPs since 1992. That investment by the US government has unlocked more than $750 billion in investment in wind energy the USA, including over $245 billion in CapEx on wind farm projects and the rest

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8:39

Truth to Power - Episode 25

Truth To Power ·

2025/10/28

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro presents an update on some of the analysis IntelStor has completed on #windenergy asset profitability & the prospects for the O&M market in the USA.A high power purchase agreement (PPA) price and a high net capacity factor (NCF) typically leads to high profitability. High NCF definitely has an impact on the energy yield benchmarking independent of PPA price. But some assets with a high PPA price and

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15:41

Truth to Power - Episode 24

Truth To Power ·

2025/10/23

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro recaps the #WindSummit event in Houston, Texas last week and give an overview of the panel discussions and presentations on all the hottest O&M topics impacting the USA.It was a fantastic turnout for the first Wind Summit in the USA. There were more than 80 participants from 45 different companies. Over 30 speakers and panelists spent a day and a half discussing and debating the hottest O&M challenges we

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9:30

Truth to Power - Episode 23

Truth To Power ·

2025/10/07

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a look at the anti-wind disinformation headlines in the United Kingdom and Spain.The UK saw wind energy curtailment payments of £1.3 million on a single day last week. Wind energy gets blamed for these payments despite the fact that wind energy is operating efficiently and the real problem is lack of adequate grid capacity as well as limited options for energy storage. According to our own analysis, UK

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7:22

Truth to Power - Episode 22

Truth To Power ·

2025/10/01

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro showcases the latest operations and maintenance cost forecast, and how OEMs, ISPs and asset operators can determine how much they can expect to spend on component repairs.In 2025, the #windenergy industry is poised to spend more than $2.92 billion on wind turbine repairs in the USA. Blades contribute the most at 37% of the overall, and blades now total more than $1 billion in annual cost. Lightning damage is

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8:18

Truth to Power - Episode 21

Truth To Power ·

2025/09/29

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a deep dive into the profitability of #windenergy assets in the USA on the back of the updated annual release of production data from the independent power producers via the EIA. The US wind energy market is now seeing an average of more than $1.13 million per installed MW of net profit through the planned end of asset life. Across the entire installed base, asset owners who have GE Vernova #windturbines see

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8:35

Truth to Power - Episode 20

Truth To Power ·

2025/09/17

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro takes a look at a recent revelation regarding the business activities of the US president and his family who are profiting from #windenergy while simultaneously bashing it and intentionally undermining the industry. The Canadian Breaks wind farm was commissioned back in 2019. The original developers and owners of the project applied for production tax credits. Since being commissioned in 2019, the wind farm has

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8:40

Truth to Power - Episode 19

Truth To Power ·

2025/09/10

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro shares a preview of the upcoming #WindSummit event in Houston, Texas this October. Topics will include: * Impact of PTC loss on project repowering or refurbishment * Asset profitability and maximizing payback * Mitigating lightning damage * Access to spare parts * Managing OEM and ISP relationships * The future of CMS technologies * Impact of evolving insurance requirements * Root failures, leading edge

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7:21

Truth to Power - Episode 18

Truth To Power ·

2025/09/02

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro provide an analysis of the smoke screen the US government is running on #renewableenergy, and what the industry can do about it. When governments behave like the US administration in choosing to behave towards the trillion-dollar renewable energy industry in the USA, it does not provide confidence to investors who expect a return on their investments. more than $50 billion in capital that would have been spent in

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9:01

Truth to Power - Episode 17

Truth To Power ·

2025/08/27

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro provides an analysis of the operational impacts for renewable energy assets based on a loss of PTC driven refurbishment & repowering. Today, some renewable energy asset owners in the USA have enjoyed re- qualifying their projects for PTCs after their first 10 years in operation. This extra PTC revenue led many owners to become highly dependent on PTC revenue as a percentage of total revenue. The average across

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8:08

Truth to Power - Episode 16

Truth To Power ·

2025/08/20

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro shares some stats on the renewable energy sector in the USA and how the industry can unite to fight the political opposition and protect this trillion dollar industry. Collectively, the renewable energy sector is already a $1 trillion industry in the USA. The onshore wind energy sector has contributed $246 billion in capital costs to build onshore wind farms in the USA. The industry now spends $2.75 billion

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7:56

Truth to Power - Episode Special

Truth To Power ·

2025/08/18

On this special episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro shares an analysis of the proposed changes to the IRS rules for start of construction to qualify for tax credits in the USA. The biggest change is that there are no more Safe Harbors after 2 September 2025. Project developers can still choose to start construction within the 4 year window allotted under the old IRS rules if they already have Safe Harbor equipment, but they have to maintain "Continuous

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9:22

Truth to Power - Episode 15

Truth To Power ·

2025/08/13

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro deconstructs the trend in rising O&M costs for wind energy in Australia, and how they compare to other countries around the world. Australia faces a shortage of workers with the skills to build and maintain wind farms, resulting in higher wages and recruitment costs. Those costs get baked into the prices paid by asset owners for services. IntelStor took a look at the production adjusted maintenance cost over

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7:23

Truth to Power - Episode 14

Truth To Power ·

2025/08/07

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro examine the state of #renewableenergy project development in Mexico and the companies looking to exit and enter the market. The election of Mexican President Claudia Sheinbaum was supposed to usher in a new era of renewable energy project development in Mexico. The reality has been anything but rosy. Lack of adequate transmission, long interconnection queues, uncertainty over power offtake by the CFE, as well as

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8:23

Truth to Power - Episode 13

Truth To Power ·

2025/07/30

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro digs into the local moratoriums being put in place that could block renewable energy projects from starting construction in light of the new PTC and ITC qualification criteria in the USA. The Sabin Center for Climate Change Law at Columbia Law School released an update to their report cataloguing the counties & townships in the USA which have moratoriums or other opposition against renewable energy project

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7:29

Truth to Power - Episode 12

Truth To Power ·

2025/07/21

On this week’s episode of #TruthtoPower, IntelStor's Founder & CEO, Philip Totaro deconstructs the recent #renewableenergy asset sales offerings by bp and EDF, including the profitability of those asset portfolios and what they offer to an acquirer. BP sold off their onshore wind energy asset portfolio to LS Power in the USA. Since 2008, the projects have generated more than $5.5 billion in revenue, including just over $1 billion in Production Tax Credit revenue. All assets have broken even

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8:10

Truth to Power - Episode 11

Truth To Power ·

2025/07/15

On this week’s episode of #TruthtoPower, our Founder & CEO, Philip Totaro looks into the changes to the IRS guidelines in the USA that could impact eligibility for both the investment and production tax credits. The tax and budget bill which was signed into law on the 4th of July 2025 in the USA has left all #renewableenergy companies reeling a bit. But one of the most profound impacts for #windenergy comes in the from a likely change to the standard definition of the “start of construction”

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30 results

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