Complimentary analysis of Aegir Insights’ offshore wind supply and demand bottleneck risk assessment
The offshore wind supply chain has experienced a tumultuous half decade with significant demand shifting from late 2020s to early 2030s because of delayed projects and unsuccessful auctions.
Simultaneously, many suppliers have adjusted manufacturing capacity up- or downwards. Finally, the global market entry of Chinese competitors, especially in the foundations market, creates an increasingly complex competitive situation.
Are we sailing into an over- or under-supply of major components in offshore wind?
Aegir Insights published a new analysis, offering an in-depth supply and demand assessment:
🔹 Global wind turbine manufacturing capacity and demand toward 2035
🔹 Global monopile manufacturing capacity and demand toward 2035
🔹 Supply – demand delta and bottleneck risk assessment
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