UK Allocation Round 8: Pricing, Floating Competition and the Path to 2030
PowerPod6 Elo

UK Allocation Round 8: Pricing, Floating Competition and the Path to 2030

In this episode of PowerPod, host Dan Wiseman is joined by Jordan May to discuss the UK’s Allocation Round 8 for offshore wind, covering the current process, expected outcomes, pricing dynamics, and broader market challenges.

They break down the status of the round as the qualification window opens, noting strong continuity with the previous auction in parameters and strike price, while highlighting the key change allowing Other Deepwater Offshore projects to compete in the same pot as floating wind. The conversation examines likely technology outcomes, the potential role of minima for floating, expected strike prices remaining similar to last year due to persistent steel, financing and installation costs, and the continued upward pressure from geopolitical factors. Jordan and Dan also explore delivery risks around 2030 targets, non-delivery mechanisms, the rejection of Chinese manufacturing plans on security grounds, European supply-chain constraints, and the near-term focus on the forthcoming budget notice alongside future leasing round developments.

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Jaksot(14)

AI in Offshore Wind Forecasting: The Human Edge

AI in Offshore Wind Forecasting: The Human Edge

In this episode of PowerPod, host Dan Wiseman is joined by Jamie Berthal-Hooker and Chris Ayres to discuss the role of AI in offshore wind forecasting and market analysis, and what human expertise con...

17 Elo 29min

Chinese Turbines in Europe: Security Risk or Net Zero Necessity?

Chinese Turbines in Europe: Security Risk or Net Zero Necessity?

In this episode of PowerPod, host Dan Wiseman is joined by James Payne and Chris Ayres to discuss the EU’s evolving stance on Chinese imported components in offshore wind and its implications for Euro...

24 Heinä 36min

Emerging Offshore Wind Markets: Australia’s Auction Reset and France’s PPE3

Emerging Offshore Wind Markets: Australia’s Auction Reset and France’s PPE3

In this episode of PowerPod, host Dan Wiseman is joined by Aruneesh Lakshmanavelu to explore the rapidly developing offshore wind markets in Australia and France. They discuss Australia’s first major ...

8 Heinä 32min

Profitability vs Targets: Have Offshore Wind Developers Changed Focus?

Profitability vs Targets: Have Offshore Wind Developers Changed Focus?

In this episode of PowerPod, host Dan Wiseman is joined by fellow analyst Jason Benchapongwimon to discuss TGS 4C’s recently released Market Overview Report. They explore Europe’s position in the wide...

26 Kesä 26min

From Targets to Turbines: Can Vessels Keep Up with Offshore Wind’s Boom?

From Targets to Turbines: Can Vessels Keep Up with Offshore Wind’s Boom?

In this episode, Rameeza Duggal is joined by Luke Rushbrook and Ben Swarbrick to discuss the rapid evolution of vessels in the global offshore wind industry. They examine the gap between ambitious gov...

16 Kesä 23min

What is the State of the States?

What is the State of the States?

In this episode of PowerPod, Jamie Bernthal-Hooker is joined by US analyst Dan Wiseman to unpack a turbulent period for offshore wind in the United States. They explore the recent wave of stop-work or...

13 Huhti 21min

Ming Yang in Scotland

Ming Yang in Scotland

Ming Yang’s £1.5 bn Scottish turbine factory could ease Europe’s shortfall—but will politics and security derail it? Hear insights from TGS | 4C experts.

11 Marras 202521min

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