A SHIFT RISING IN WORLD WIND
Structural shift starts to show
James Quilter, 1 May 2014 (Windpower Monthly)
“…[O]ne bad year makes the next look a lot better -- and last year was bad…For 2014, the Global Wind Energy Council has predicted a 34% surge in installations to 43GW by year end. Much of this is likely to come from the US, with Brazil and China also supplying a large proportion…[But the] future of the industry still seems to pivot on two points. One is the policy making and political shenanigans that appear to be happening at different levels in each market…There is more than a feeling that the industry, and trade associations specifically, could be more combative in fighting these…The second pivotal point is the changing structure of the industry itself. The momentum appears to be shifting away from pure players towards conglomerates such as GE and Siemens. The likes of Enercon and Vestas continue to produce onshore turbines, but offshore is looking a different beast. Outside China, Senvion (formerly Repower) remains the only pure player, selling a platform that dates back to the mid-2000s…” click here for more
0 Comments:
Post a Comment
<< Home