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Aegir Wavelength: More than EUR 39bn of supply chain contracts hang on 10 German projects that may never reach FID
Historically, Germany’s offshore wind auctions allocated capacity through negative bidding at historically high payments in the EUR billions. Since then, rising costs have put the pipeline under pressure.
Aegir Insights Wavelength on German offshore wind auction cancellations

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May 26, 2026
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Breaking down the offshore wind cable market

Offshore wind is not recovering as a single industry. Developers have split into five strategic archetypes to repositioning themselves and to pursue value over volume. 1) Concentrate and scale, 2) Capital-led entry, 3) Emerging pioneers, 4) Domestic
May 19, 2026
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Offshore wind
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5 strategic archetypes: Developers are repositioning themselves for the next phase of offshore wind

Rikke Nørgaard at Floating Wind Days 2026 in Norway, 27-28 May 2026
May 18, 2026
Events
Floating wind
Offshore wind
APAC
Europe
Norway

Meet Aegir Insights at Floating Wind Days 2026 in Norway on 27-28 May

UK CfD AR8 kicks off today as Clean Industry Bonus window opens. Map by Aegir Insights showing AR8-eligible projects, AR7-awarded projects, Projects with lease secured and projects currently in operations or construction off the UK. 8.4 GW of capacity
May 13, 2026
Auctions
Offshore wind
Europe
United Kingdom

UK CfD AR8 is kicking off today – with the Clean Industry Bonus application

Three players dominate: Aegir Insights mapped the global high voltage subsea cabling market. Aegir Insights’ mapping is the first in a series on the landscape of subsea high voltage cable supply. This will be followed by a mapping of existing and procured
May 11, 2026
Supply chain
Offshore wind
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Three European companies control ~75% of the global subsea HV cable market

France's new Capability CfD scheme for its AO10 offshore wind auction transfer materially more risk to the state than Denmark's CfD scheme. Aegir Insights is comparing the key scheme parameters between France and Denmark.
May 7, 2026
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Offshore wind
Europe
France

New CfD scheme for the upcoming AO10 offshore wind auction in France

Has the Belgian princess returned? Key proposed changes for the 700 MW Princess Elisabeth Zone I (PEZ I) auction framework. Up to 3.5 GW of offshore wind capacity are waiting to be auctioned off in Belgium across three lots. Lot 1 (700 MW): Relaunch
May 5, 2026
Auctions
Offshore wind
Europe
Belgium

Has the Belgian princess returned?

Global offshore wind turbine supply will be squeezed in the late 2020s and beyond unless capacity is ramped up. Graph by Aegir Insights showing wind European OEMs turbine manufacturing capacity and demand (ex China) until 2035.
April 30, 2026
Supply chain
Offshore wind
Europe
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The tightening offshore wind turbine market: Can European OEMs deliver?

Aegir Insights at WindEurope 2026 in Madrid
April 29, 2026
Company news
Events
Offshore wind
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WindEurope 2026 in Madrid recap: More optimism across the sector

Renewable Energy Institute and Aegir Insights cost study: Japan fixed-bottom offshore wind cost drivers and the 2040 outlook
April 23, 2026
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Offshore wind
APAC
Japan

Cost Drivers and the 2040 Outlook for Japan fixed-bottom offshore wind

The Hormuz crisis and subsequent energy sector shock has created the strongest political case for offshore wind in a decade but also the hardest financing environment to deliver.
April 22, 2026
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Offshore wind
Europe
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The irony and the opportunity: Offshore wind caught in a looming European energy crisis

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