The Expert Network for Finding Expertise | Guidepoint (original) (raw)
November 6th 2024 3:00 AM
Wind Turbines: Former VP at Vestas Discusses Trends in Offshore and Onshore Installations and Competition from Chinese OEMs
Tickers: 002202:CH, GE, NDX1:GR, ENR:GR, VWS:DC
Sector: Power
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Agenda
- What does the competitive landscape among wind turbine OEMs in Europe look like? How might policy support drive growth in the region?
- What are the potential key drivers for onshore wind installations in Europe in 2025? How likely is it that offshore installations will increase following the higher number of project cancellations in 2023-2024?
- What is the price outlook for European OEMs? Can they effectively pass on cost inflation through increases in ASPs? Are there any supply chain bottlenecks they are facing?
- What changes have been made to warranty terms in response to recent turbine performance issues? Are Siemens' turbine problems resolved, and how have these issues affected contract terms?
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Former Vice President, Vestas
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