Aegir Insights

How big of a role will #Chinese monopile suppliers play globally? Europe already has major monopile manufacturers, who excel in the industry with high-quality production and proximity to offshore projects. However, they face rising competition from Chinese suppliers offering high-volume, state-of-the-art facilities, own fleets for overseas transportation and potentially price competition on products delivered in Europe. Chinese monopile manufacturers benefit from large volumes at home, allowing them to scale production and compete globally. Chinese monopile suppliers have already entered four European markets, with more than 5 GW of fixed-bottom offshore wind projects sourcing monopiles from China. The majority comes from Dajin Offshore, while CWHI has secured orders that are currently under production.   How prominent could Chinese monopile suppliers become in the upcoming years? In Aegir Insights’ new analysis, available to our client, we examine the major Chinese monopile manufacturers and their potential to supply the European offshore wind market. Interested in getting a glimpse of our new report? Reach out to us here: https://lnkd.in/egxcvDZB. #offshorewind #windenergy #intelligence #China

How big will offshore wind turbines get? Over the past decade, offshore wind turbine ratings have doubled — and the trend shows there might not be any slowing down. Aegir Insights’ Supply Chain Order Book data tracks the increasing scale of turbine deployments, offering a forward look at the next generation of offshore wind projects. 🔹 By the end of this decade, offshore wind (ex-China) will surpass 100 GW in total installed capacity. 🔹 Will Europe see 18 MW+ turbines deployed before 2030? Time will tell. 🔹 Our Order Book insights reveal trends in OEMs, components, and executed orders across global markets and across announced and executed orders. From market shares and competitive positioning to future technologies, our Data & Analytics offerings help industry leaders assess opportunities, benchmark competitors, and capture new opportunities. Reach out to us here and learn more about our supply chain data and insights: https://lnkd.in/egxcvDZB. #offshorewind #windenergy #supplychain #data #turbines

Supply chain opportunities and challenges in the Baltics Last week Aegir Insights’ Head of Supply Chain Victoria Maguire Toft and Market Analyst Signe Tellier Christensen joined industry leaders at the first International Baltic Sea Offshore Wind Summit in Gdańsk, Poland, hosted by BalticWind.EU. During a spotlight session on strengthening local offshore wind supply chains, Victoria shared key insights on global trends and Baltic-specific challenges: 🔹Installation vessels in high demand: Availability bottlenecks are a growing risk worldwide, impacting project timelines 🔹Building supply chain momentum in the Baltics: Executing on the existing project pipeline is essential to signal consistent demand and drive supply chain investment 🔹Better execution sequencing: Smoother project rollouts in Poland and the Baltic States would reduce risk and avoid supply chain cannibalization Unlocking the full offshore wind potential of the Baltic Sea requires regional collaboration, strategic investments, and supportive financial mechanisms. A well-coordinated approach will help bridge supply chain gaps, strengthen local capabilities, and accelerate Europe’s clean energy ambitions. Want to explore Aegir Insights’ data-driven insights on the global offshore wind supply chain? Reach out to us here: https://lnkd.in/egxcvDZB. #offshorewind #Baltics #supplychain #conference

Cutting through the noise: What’s next for US offshore wind? The US offshore wind industry has been trying to navigate its new reality since November 2024, when Donald Trump, known for his dislike of offshore wind, became US president-elect once again. Since then, both encouraging and restrictive signals have emerged, making it difficult to assess what’s next. At Aegir Insights we have published a new analysis to our clients, analyzing these recent federal developments. Our report offers an independent analysis of the current state of US offshore wind, including project risks, the near-term outlook, and what these changes could mean for the pipeline. The offshore wind capacity that is certain to be completed includes 5 projects totaling 5.8 GW that have started construction. Additional ~5 GW could be built by 2030 as these projects have secured Construction and Operation Plan (COP) approval and offtake agreements, but the outlook for these remains uncertain. Interested in getting a glimpse of our new report? Reach out to us here: https://lnkd.in/egxcvDZB.  #offshorewind #windenergy #intelligence #USA

Join us for an #APAC Offshore Wind Breakfast Seminar during #WindEuropeCopenhagen In conjunction with the WindEurope conference next month, Aegir Insights is partnering with Asia Wind Energy Association on their APAC Offshore Wind Breakfast Seminar to be held at Poul Schmith/Kammeradvokaten offices in Copenhagen on 9 April 2025. At this breakfast seminar, Aegir Insights and industry leaders will be sharing insights on trends, challenges and opportunities for offshore wind in the APAC region. Join us at Poul Schmith’s office in central Copenhagen from 8 am for some breakfast, insights on APAC offshore wind and networking ahead of your day at the WindEurope conference. Register here: https://lnkd.in/dk9vbQEH #offshorewind #WindEurope #AsiaPacific

Welcoming The Crown Estate as an Aegir Insights client We’re excited to have The Crown Estate join our fast-growing network of subscribing clients. At Aegir Insights, we empower government agencies and organizations like the Crown Estate, which oversea seabed leasing for offshore wind, with real-time intelligence – streamlining decision-making, reducing consultancy costs, and accelerating clean energy growth. With our integrated data, intelligence and #Quant Software platform, we provide: 🔹 A data-driven evidence base to support and drive offshore wind growth. 🔹 In-depth insights and data on developer activity, capabilities, and project risks to ensure delivery excellence. 🔹 Unparalleled access to independent, real-time insights on markets, auctions and project economics for strategic, informed decisions. We look forward to a strong partnership with the Crown Estate, supporting their offshore wind objectives, whilst contributing to the sector’s continued development and growth. Reach out to Matthew Delany to learn more. #offshorewind #windenergy #announcement #UK #offshorewinddevelopment

Upcoming offshore wind opportunities in the #Baltics - meet Aegir Insights in Poland next week Aegir Insights is participating at the first International Baltic Sea Offshore Wind Summit by BalticWind.EU, taking place on 10 March 2025 in Gdańsk, Poland as well as supporting the conference as a knowledge partner. Our Head of Supply Chain Victoria Maguire Toft will be part of a spotlight session, discussing boosting the local supply chain in the Baltics, enhancing manufacturing capacity, and fostering regional economic growth through offshore wind. Our Research Market Analyst, Signe Tellier Christensen, covering the Baltics region, will be at the conference as well and happy to discuss and share views on offshore wind markets in the region. If you are there, please reach out to Victoria or Signe to grab a coffee.

#Poland’s offshore wind market is set to mature from zero to commercial-scale projects Poland is looking towards renewables to support its energy independence and the green transition, and the #Polish government is determined to invest in offshore wind. Although there is currently no operational offshore wind in Polish waters, the first project, Baltic Power (1.2 GW), is planned to have a commercial operation date in 2026, with a further +17 GW of fixed-bottom offshore wind projects in the pipeline. A series of support auctions is scheduled from 2025 and onwards, awarding offtake support for Polish offshore wind projects. The government ambition is to have a total capacity of 12 GW supported through several competitive auctions until 2031. Aegir Insights’ clients can get a comprehensive overview of the Polish offshore wind market with our new Market #Playbook, diving into Poland's green energy ambitions, project pipeline, supportive government regulation and future outlook of the market. Reach out to us here: https://lnkd.in/egxcvDZB to learn more about Aegir Insights’ market intelligence on Poland. --- Want to discuss #Baltic offshore wind? Aegir Insights will be speaking at the first International Baltic Sea Offshore Wind Summit on 10 March 2025 in Gdańsk, Poland as well as supporting as a knowledge partner. If you are at the conference as well, reach out to Head of Supply Chain Victoria Maguire Toft or Market Analyst Signe Tellier Christensen to grab a coffee. #offshorewind #renewableenergy #marketintelligence #Baltics #Europe

Value over volume? Navigating the global offshore wind reset After the land grabbing in the earlier 2020’s, the global offshore wind sector’s focus has shifted to value creation over sheer volume. The worst turmoil is expected to have passed, and cost levels have been stabilizing. The industry is poised for significant growth. Aegir Insights forecasts offshore wind capacity (excl. China) to double by 2030 and again by 2035, surpassing 200 GW — led by established markets. 2024 is setting a step into this direction, as a monumental year for offshore wind auctions: 🔹An impressive 80+ GW was awarded across more than 10 markets 🔹However, there has also been 20 GW+ which was not awarded due to lack of interest. These and many more insights Aegir’s Senior Associate Sebastian Kæmpe Hansen shared during his keynote last week at the 14th Asia Offshore Wind Day in Tokyo, Japan, reflecting on the global offshore wind market, while VP of Business Development Matthew Delany wrapped up the conference by moderating a high-level panel on the headwinds and tailwinds shaping the industry, and the outlook for offshore wind in Japan. Our time in Japan was short but filled with many valuable connections and conversations. A huge thank you to Edgare Kerkwijk and Asia Wind Energy Association for the invitation. Missed us at the event? Feel free to connect with Matthew or Sebastian to get Aegir Insights’ take on the status of global offshore wind and outlook for Japan. #offshorewind #floatingwind #energytransition #renewableenergy #asiawea2025 #14thasiaoffshorewindday

Is there a sufficient monopile supply chain to deliver on Europe’s offshore wind pipeline – even under a scenario of 20 MW+ turbine sizing? Aegir Insights’ latest analysis, done with Aegir #Quant, provides insights into almost 350 projects across 10 European markets, exploring different technology scaling scenarios and comparing them against current and announced supply chain capabilities. 🔹Turbine size: We evaluated projects having potential COD until 2035, and turbine size up to 22 MW. 🔹Monopile diameter: 99% of projects are predicted to have a monopile diameter of 15 m or below, while 79% of the projects have a predicted monopile diameter of 11 m or below. 🔹Conclusion: This simulation scenario indicates that several players will be able to technically meet project requirements with current and announced upgrades. Aegir Insights can provide early-stage estimates of monopile mass and diameters based on site conditions and turbine rotor size through #AegirQuant, the sector’s leading economic assessment solution. By combining Aegir Quant’s simulation capabilities with our market-leading datasets, we are helping key #suppliers and #governments determine the investments needed to keep Europe’s ambitious 2030+ offshore wind pipeline on track. Reach out to learn more about how Aegir Insights’ solutions and expert client support team can help you navigate sector uncertainty: https://lnkd.in/egxcvDZB Aegir Insights’ Foundation Order Book contains more than 1,600 datapoints including details on monopile weights, diameters and steel thickness. All data and models are available to Aegir Insights’ clients through our market-leading platform: https://lnkd.in/dXJucyMj #AegirQuant #AegirData #monopiles #foundationsupply #offshorewind