Historically Germany’s offshore wind auctions allocated capacity through negative bidding at historically high payments in the EUR billions.
Since then, rising costs and better understanding of external wake effects impact on production have materially weakened the business cases across the awarded portfolio, which could make it challenging for 16 GW projects in development to reach FID.
In May 2026, it was reported that TotalEnergies was looking at the possibility of returning some or all their awarded projects. The day after the German Industry Association BWO - Bundesverband Windenergie Offshore e.V. proposed a concrete proposal that would allow a hand-back.
What would be the potential impact on the supply chain if one or more developers do not reach FID or hand back their German projects if made legally possible?
In our next 20-minute Wavelength Intelligence Briefing, Aegir Insights’ Principal – Head of Europe Thomas Hwan Jensen and Head of Supply Chain Victoria Toft will look at that question, covering:
🔹The BWO (German Offshore Wind Association) proposal.
🔹The economics of the 10 awarded German sites from 2023-2025.
🔹 The impact on supply chain order books if those projects in Germany were not to be realized.
Topic: Germany's 16 GW supply chain reckoning
Date: Monday, 8 June at 10 am CET.
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