Major Ørsted acquisition could attract wind manufacturers to the US

The Danish energy company's acquisition of Deepwater Wind might cause a local supply chain to get established more rapidly than originally expected in the soon-to-boom US market, evaluates Wood Mackenzie. More predictability can get things moving, the CEO acknowledges.

Photo: Ritzau Scanpix/Claus Fisker

Contemporary global growth in offshore wind energy is making manufacturers think bigger. Over the last few weeks, MHI Vestas has announced considerable production expansions in both Denmark and the UK. Ørsted's latest 900 MW order for the Greater Changhua project in Taiwan prompted Siemens Gamesa to become the first wind turbine manufacturer to establish domestic nacelle production on the island nation, which is expected to begin rolling out products in 2021.

The first tier 1 supplier has yet to announce its arrival in the US, even though there are firm orders for approximately 1.6 GW as well as an additional 2 GW presently sent to tender. Despite many US states making a great deal of fuss about local production, none of the wind energy majors have yet announced plans to establish production of nacelles, turbine blades nor foundations.

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