Wind sector faces supply chain crunch this decade, industry body warns

Sustained demand for key components likely to lead to shortages, says Global Wind Energy Council

The Global Wind Energy Council said ‘spare capacity’ in wind energy manufacturing was ‘likely to disappear by 2026’ © Ashley Landis/AP


Attempts by European and US lawmakers to encourage a shift of manufacturing away from China, in key sectors including renewable energy, risked amplifying the shortages, GWEC warned.

Shortages for key components such as wind turbine nacelles, which contain the gearbox, generator, and brake and blades, were likely to emerge, the report added.

Europe’s offshore turbine nacelle assembly capacity would “no longer be able to support growth outside of Europe” from 2026, and by 2030 it would need to double from current levels “to meet European demand alone”, GWEC said.

China accounts for about 60 per cent of total onshore and offshore nacelle production. There are no offshore nacelle assembly facilities in North America, though companies including GE Renewable Energy and Vestas have recently announced US investment plans.


Leave a reply