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High wind turbine costs for developers and asset owners have their origins in complex supply chains. Inflation is creating the “perfect storm” by pushing up sea freight and metal prices seen for components. But not only this, the historical push towards low auction prices and weak manufacturing capacity in Europe is finally taking its toll. As a result, there may be a potential opening for Chinese wind turbine manufacturers.
Meanwhile, soaring commodity prices have, for OEMs, encouraged greater indexation within wind turbine supply agreements. While developers are adopting and fine-tuning these mechanisms, there are still concerns that they may struggle to sign agreements and realise projects.
This webinar will address:
Speakers
We spoke to Thilo Langfeldt, Head of Business Development, Wind Power at Meventus to about inflation-linked changes to wind turbine supply agreement pricing, PPAs and auctions across Europe, for example in Sweden.
In this webinar, PPA dealmakers discuss rising trends this year, for example risk allocation. They are seeing new activity in aggregation and in power-to-X. What are corporates looking for in terms of technologies and tenor choice?
We spoke to Endri Lico, Senior Research Analyst in Global Wind Supply Chain and Technology with Wood Mackenzie, to learn about rising prices for offshore and onshore wind turbines as well as the outlook for supply chain risks.