European turbine OEMs capacity is falling behind a rising project pipeline, leaving nacelle and blade capacity stretched through the late 2020s. Will incumbents scale further - or leave the door open for new entrants?
At Aegir Insights, we just released our Q1 update on offshore wind turbine supply and demand balance. This analysis tracks turbine supply against demand outside China through 2035, with demand drawn from the latest Aegir Market Forecast.
🔹 European supply rests on a thin bench anchored by an effective duopoly of Vestas and Siemens Gamesa.
🔹 Baseline capacity grows through productivity gains, with no firm new plants in the count.
🔹 The Central case shows a brief near-term surplus before a decade of deficit, with the squeeze deepest in the early 2030s.
Aegir clients can dive deeper into the supply and demand delta, moves that could change the picture as well as an European turbine OEMs lineup and the methodology behind our analysis.
Offshore wind supply and demand scenarios with bottleneck assessment
Based on build-out forecast, advanced business case simulation, current and planned manufacturing capacity and supplier order books, Aegir Insights offers supply and demand estimations and scenarios on offshore wind components including different foundation types, turbines and much more. With this, we provide clients with bankable insights on bottlenecks risks up to 2035.
Learn more about our supply and demand assessments.
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