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Topic: Germany's 16 GW supply chain reckoning

Date: Monday, 8 June 2026, 10 am CET

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 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 were not to be realized.

Whether you are scanning for new contracts in Europe or simply trying to get an overview, this Wavelength will give you an informed perspective on what is currently going on in the German market.

Sign up for this Wavelength via the form below:

Aegir Wavelength on 8 June 2026: Germany's 16 GW supply chain reckoning.

If you have issues signing up, please reach out to Sarah Häring at sarah.haering@aegirinsights.com.

All submissions will be subject to internal screening and approval.

Aegir Insights' Wavelength Intelligence Briefings with Aegir Analysts

Wavelength Intelligence Briefings is Aegir Insights' digital briefing series. Dive into the key talking points and market developments in the green energy transition in a coffee-break format.

About Aegir Insights

Aegir Insights is a technology-driven company offering decision-making software, data, and intelligence products for the offshore wind sector. Aegir Insights serves a global client base across corporate, supply chain, governmental and advisory segments, with product coverage across more than 60 offshore wind markets.

Aegir Insights leverages data science and deep industry experience to help global renewable players make smarter decisions. Its expertise lies in contextualizing complex information through the use of proprietary models developed in close cooperation with industry and academia. Going beyond data, Aegir Insights brings independent strategic insights based on industry experience.

↳ About us

About Aegir Insights

Aegir Insights is a technology-driven company offering decision-making software, data, and intelligence products for the offshore wind sector. Aegir Insights serves a global client base across corporate, supply chain, governmental and advisory segments, with product coverage across more than 60 offshore wind markets.

Aegir Insights leverages data science and deep industry experience to help global renewable players make smarter decisions. Its expertise lies in contextualizing complex information through the use of proprietary models developed in close cooperation with industry and academia. Going beyond data, Aegir Insights brings independent strategic insights based on industry experience.

↳ About us