Podcast Sound Policy : nouveau rapport FM sur la sinistralité dans le secteur de la production d’énergie
Dans cet épisode de Sound Policy, nous discutons du nouveau rapport FM sur la sinistralité dans le secteur de la production d’énergie. Électrification de masse, infrastructures IA, vieillissement des équipements, transformation des chaînes d’approvisionnement : les entreprises de ce secteur doivent gérer une complexité croissante tout en garantissant la continuité d’exploitation.
Brian Amaral reçoit Brian Palmer et Austin Larkin de FM pour aborder l’évolution de la sinistralité. Ils analysent les facteurs de sinistre, expliquent pourquoi les pannes mécaniques et électriques jouent un rôle prépondérant et décrivent comment l’allongement des délais de livraison des équipements critiques accroît les difficultés en cas d’interruption d’activité.
Pour écouter cet épisode (en anglais), cliquez ci-dessus ou rendez-vous sur Spotify, Apple Podcasts ou YouTube.
Vous trouverez ci-dessous la retranscription de la conversation, générée automatiquement (également en anglais).
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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.