#Western OEMs capacity constraints could open a door of opportunities for #Chinese players for post 2030 COD. Europe is expected to lead the offshore wind capacity build-out until end of 2040, however the European supply chain will not be able to answer to the demand and will likely face bottlenecks from around 2030, if sufficient investments into expanding production capacities are not made in time. The potential supply chain gaps could open the door for non-European manufacturers to step in. What would it mean for the offshore wind build-out if Chinese players are investing in European-based production? In Aegir Insights' new Insights report, available to our clients, we analyze supply and demand for WTGs and foundations until 2040 based on Aegir's proprietary datasets. Even in a base case build-out scenario ~47 GW will be added in Europe from today and until 2030 and the number will be significantly higher until 2040. How does the European based supply chain stay ready and competitive? Reach out to us here and learn more about our supply chain data and insights: https://lnkd.in/dsGNCgdn. #offshorewind #windenergy #supplychain
