Sound Policy: Una mirada al nuevo informe de FM sobre siniestros en el sector de generación de energía
En este episodio de Sound Policy, exploramos el nuevo informe de FM sobre siniestros en la industria de generación de energía. Desde la electrificación y el crecimiento de la infraestructura para IA hasta el deterioro de los equipos y los cambios en las cadenas de suministro, las empresas buscan equilibrar una complejidad cada vez mayor mientras mantienen un suministro eléctrico confiable.
El conductor Brian Amaral conversa con Brian Palmer y Austin Larkin, de FM, sobre las tendencias recientes de siniestros en toda la industria. Durante la conversación, analizan qué factores están impulsando las pérdidas, por qué las averías mecánicas y eléctricas desempeñan un papel tan importante y cómo los mayores tiempos de entrega de equipos críticos están incrementando el impacto de las interrupciones cuando estas ocurren.
Puede escuchar el podcast en Spotify, Apple Podcasts, YouTube o en el reproductor disponible arriba.
A continuación, se incluye una transcripción generada automáticamente (en inglés).
-
Transcript
Brian Amaral (Host)
Brian, I want to start with you. You helped develop this report. Anything that jumps out at you as the biggest, maybe, surprise? The biggest takeaway off the top?
Brian Palmer
So, there was really, the two big hitters were the mechanical and electrical breakdown associated with PowerGen. Seeing how large of a bucket of losses were associated with mechanical and electrical breakdown. And we can talk a little bit more about what equipment was associated with that as we go through here.
Brian Amaral (Host)
So Austin, I want to bring you into this as well. You oversee the southeast region for FM—a lot of power generation clients. Why is this sort of report important for power generation businesses?
Austin Larkin
Well, power generation clients are really charged with providing reliable electricity to all of their customers. This report is incredibly important to them because it identifies those exposures and drivers of loss and brings those to the forefront. There’s a lot happening in the PowerGen industry, and it’s a very complex industry to be in right now. This report cuts through the noise and gets straight to the signal.
Brian Amaral (Host)
What are they facing, largely? What are some of the big concerns you’re hearing about from power generation clients?
Austin Larkin
It’s an incredibly complex time to be a provider of electricity. Demand is going up. We have AI infrastructure being put in place. We have aging infrastructure. There’s electrification happening across the United States and around the world, with electric vehicles and manufacturing automation. All of those things are happening right now, and because of that, demand is increasing.
Brian Amaral (Host)
And Brian, what were some of the major drivers of loss for power generation clients according to this report?
Brian Palmer
According to this report, the major loss drivers were gas turbines and transformers. It wasn’t just property damage causing the losses; it was also the time required to make repairs and obtain replacement parts and equipment. Lead times have increased significantly compared to even five years ago. Large utility-sized transformers can now take two to four years to replace after a failure. Gas turbines that previously took about a year to obtain can now take three to five years. With growing demand driven by electrification, everyone is competing for transformers, gas turbines, steam turbines, and generators. Clients seeking repairs are competing with organizations purchasing new equipment, all from the same OEMs that are trying to support aging fleets while manufacturing new assets.