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WIND FINANCE ON DEMAND

De-risking supply chains
Published March 20, 2023

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:

  • What is the likelihood of wind project delays in the US and Europe?
  • How have negotiations changed for buyers entering into wind turbine supply agreements?
  • What are the challenges faced by European wind turbine manufacturers versus those in China?
  • What impact do long permitting timelines have on the high wind development costs seen in Europe?

Speakers

  • Cristina Brooks, Journalist and Analyst, Tamarindo, [Moderator]
  • Thilo Langfeldt, Head of Business Development, Wind Power, Meventus
  • Endri Lico, Senior Research Analyst, Global Wind Supply Chain and Technology with Wood Mackenzie
  • Shashi Barla, Head of Renewables Research, Brinckmann Group

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