The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

Jan Matthiessen no published score: no usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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Jan Matthiessen ▶ 6:47 · Inflation headwinds for offshore wind · Sep 7, 2023

Answered produced feed D 5 · C 5 · P 5 · Cm 4 4.85

Q of policy support and maturing technology has come together, and this was supposed to be the moment for offshore wind. But financing is getting much trickier. Jan has been tracking the ups and downs of offshore wind for a decade, so I call them up to ask about where this inflation challenge might take the market. What can you tell me about where costs are increasing along the supply chain?

A The challenge is we are looking at increased inflation, basically. So that means cost increases, and we're looking at around 20%, and it's getting really, that is really cutting across not only offshore wind, but it's also, you know, impacting other sectors. But it's really driven by a global commodity price increases, and that then has effects at the capex cost. We're looking at the foundations, turbines, Blades, but then also vessels that, um, need to be installing the structures, need to maintain these structures, grid connections, um, substation, cables. So all of these components are, are more expensive. And then also you have increases in, in labor costs. Um, workers want, um, yeah, basically higher wages and then financing costs as well.

AI assessment note: “We're looking at the foundations, turbines, Blades, but then also vessels”

Jan Matthiessen ▶ 7:58 · Inflation headwinds for offshore wind · Sep 7, 2023

Answered produced feed D 4 · C 4 · P 2 · Cm 3 3.35

Q So in, on financing costs, we have seen interest rates rise in the U S very significantly, which has increased the cost of borrowing. How is it playing out in, uh, the key offshore wind markets like Europe, the United States, and Asia?

A I would say it's, it's very similar impacts, actually. So it's, it's not that the US is, is very unique there. Um, obviously, it's, it's financing costs also has to do with, with risk profiles. And, um, you could say that, um, you know, because of some uncertainties, and as I mentioned earlier, um, the risk profile in, in the US may be higher for certain projects that has an impact on, on financing costs. Um, But in general, there's a global impact on inflation. And, and, but then despite these challenges, the industry is still progressing and making strides, remaining committed to, to develop offshore wind projects. So I think that's also important. And it's also important to, to recognize that we need to maintain confidence in the offshore wind sector.

AI assessment note: “I would say it's, it's very similar impacts, actually.”

The Exchanges

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