Six weeks into the US-Iran war and the effect of the Strait of Hormuz being closed for weeks, Europe faces its largest energy supply disruption since the 1970s. This has created the strongest political case for domestic renewables energy, especially for European offshore wind, in a decade.
Simultaneously, it bears the risk of an inflationary shock that could lead to a higher interest rate environment and worsen financing conditions for offshore wind.
With the industry currently coming together at the annual WindEurope conference in Madrid, we have published this new analysis looking at offshore wind caught in a looming energy crisis to discuss views in the sector:
🔹The paradoxical development taking shape for offshore wind in this energy sector shock,
🔹Drivers shaping the next decade of European energy supply and sovereignty,
🔹2026 interest rate consensus and how it’s impacting the offshore wind business case (equity IRR effect)
Aegir Insights' clients can access this new analysis on the Aegir Intelligence Platform.
Want to discuss?
We are at WindEurope in Madrid this week. Catch David Vestergaard Thomsen, Matthew Delany, Rikke Winther Nørgaard or Scott Urquhart to get a copy of the report.
Or reach out to us to book a meeting.
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