Wind Power Expands as Competition Heats Up

The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding across the globe. But the picture beneath those headline numbers is increasingly nuanced. Offshore developers are still grappling with supply chain bottlenecks, higher financing costs and policy uncertainty, even as governments accelerate deployment in the name of energy security and rising power demand. At the same time, Chinese manufacturers are rapidly expanding internationally, intensifying competition across global turbine markets. So where does the wind industry go next, and how are developers, manufacturers and governments adapting to a more competitive and fragmented market? On today’s show, Dana Perkins is joined by BloombergNEF’s head of wind research, Oliver Metcalfe, to discuss some of his team’s recent research including “Offshore Wind Market Outlook 1H 2026: New Era of Scale” and “Wind Turbine Orders in 2025: Chinese Firms Capture 34%.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

Offshore Wind Market Outlook 1H 2026: New Era of Scale - https://www.bnef.com/insights/39491

Wind Turbine Orders in 2025: Chinese Firms Capture 34% - https://www.bnef.com/insights/39261

See omnystudio.com/listener for privacy information.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(293)

Japan Nuclear Revival Reaches Tokyo: Analyst Reaction

Japan’s journey back to nuclear power is entering a new phase. Fifteen years after the Fukushima disaster and the shuttering of the country’s nuclear fleet, the return of the Kashiwazaki Kariwa 6 reac...

26 Touko 12min

Hydrogen Moves From Hype Cycle to Hard Economics

Hydrogen’s place in the energy transition is changing. After years of hype around its role in reaching net zero, many projects have been delayed or canceled as costs remain high, policy support weaken...

20 Touko 38min

BNEF Tier 1 Lists: The Mark of Credibility

BloombergNEF’s Tier 1 lists have become a defining feature of the clean energy industry. Built on real project deployment data, they track which manufacturers’ products are actually being used in larg...

13 Touko 24min

Data Centers and the Future of Energy Storage

The AI boom is ushering in a new era for energy storage. As data center buildout accelerates, batteries are evolving from short-duration backup tools into larger, more flexible systems that can help b...

7 Touko 31min

Energy Strategy in an Era of Global Fragmentation

Middle powers are navigating a more fragmented global order. As tensions rise between major economies, the countries caught in between are being forced to rethink how they manage trade, security and e...

30 Huhti 24min

Hormuz Delivers an Aluminum Shock: Analyst Reaction

Severe disruption in the Strait of Hormuz is rippling far beyond oil markets. Around 10% of global aluminum supply is tied to the Middle East, and with exports constrained, prices are surging and supp...

27 Huhti 10min

Nuclear Fusion Powers Up for Commercial Breakthrough

Fusion energy is entering a new phase. After decades as a scientific pursuit, the sector is attracting billions in private and public capital, with big tech, oil companies and governments all racing t...

22 Huhti 32min