[Micele]

De sterksten zullen overleven.
Er zijn er al veel failliet gegaan of worden opgeslokt, of fusie, ook zonder corona of oorlog in Oekraïne.

De wslk grootste windturbinemaker, het Deense Vestas, gaf al een winstwaarschuwing in januari 2022. Of ~1 maand voor de invasie in Oekraïne.

https://www.nytimes.com/2022/01/26/b...er%20materials.

Vestas, a Danish wind giant, warns of supply chain turbulence.

The company, the world’s largest maker of wind turbines, said pandemic delays in China and the rising cost of steel were hindering earnings.

Jan. 26, 2022

Wind energy projects are being proposed around the world to help meet climate goals, but the largest maker of turbines is finding that supply chain issues and pandemic lockdowns are hampering wind farm construction and hurting financial results.

“It is troubling and challenging out there,” Henrik Andersen, chief executive of the Danish company Vestas Wind Systems, said on a call with analysts on Wednesday.

Mr. Andersen said the company had to recently navigate the disruption caused by the compulsory mass testing of 14 million residents in Tianjin, China, where Vestas has a manufacturing hub, after 20 Covid-19 cases were discovered.

“This is actually what causes some stop and go, and simply just disturbance,” he said. The company warned that profit margins could fall to as low as zero in 2022.

The situation at Vestas is emblematic of problems facing the wind industry as a whole. Costs of components are rising fast because of soaring prices for steel and other materials. At the same time, choppy delivery schedules and Covid precautions are hampering factory operations and delaying the completion of wind farms.

Utilities and other wind farm developers are hesitating to order new machines because volatile prices for electricity, especially in Europe, are making it difficult to come up with the long-range financial calculations essential for electricity supply contracts.

Mr. Andersen said developers could find themselves in a situation where they were unable to bring wind farms online on time and so, to meet contractual obligations, were forced to buy power at prices that could in Europe be 10 times what they were 18 months ago.

Such problems appear to be industrywide. Siemens Gamesa Renewable Energy, Europe’s other giant turbine maker, also recently warned that profits would be lower than expected for similar reasons.

Analysts say the long-term case for wind energy as a source of clean electric power remains strong, although various problems could kill off some of the weaker component makers and will delay projects. In the longer run, higher electric power and oil and gas prices could even spur the shift to renewables, the thinking goes.

“The mid- to long-term outlook for wind energy is unchanged,” Deepa Venkateswaran, an analyst at Bernstein, said in a note to clients after the Vestas announcement.

On the face of it, the preliminary results that Vestas announced on Wednesday in advance of the detailed report scheduled for Feb. 10 do not look so bad.

Vestas’s revenue from making and servicing the giant wind machines rose 5 percent in 2021 to 15.6 billion euros, or about $17.6 billion. Operating profit, though, fell 38 percent, to €461 million.

Over the year, Vestas, which has about 30,000 employees, managed to deliver turbines around the world with the generating capacity comparable to about five modern nuclear power stations.

De bijkomende invasie in Oekraïne zal nog enkele druppels meer zijn. Anderzijds zijn er stijgende fossiele prijzen. Maar dat snijdt van twee kanten.

https://en.wikipedia.org/wiki/List_o..._manufacturers

Current manufacturers

China Guodian Corporation (China) – turbine brand United Wind Power
CRRC (China)
CSIC (Chongqing) – HZ Wind Power (China)
Envision Energy (China)
Goldwind (China)
SANY (China)
Shanghai Electric (China) (SEwind)
Sinovel (China)
NovaWind (Russia) – Subsidiary of Rosatom
GE Renewable Energy (USA)
PacWind (USA)
Elecon Engineering (India)
Inox Wind (India) [1]
RRB Energy Limited (India)
Suzlon (India)
World Wind (India)
Enercon (Germany)
Nordex SE (Germany)
UNISON (South Korea)
Hanjin (South Korea)
Doosan (South Korea)
Hyosung (South Korea)
Hyundai Heavy Industries (South Korea)
Hitachi (Japan) – acquired the wind turbine business of Fuji Heavy Industries in 2012[2]
Japan Steel Works (Japan)
Machine Sazi Arak (Iran)
Mitsubishi Heavy Industries (Japan)
Koncar (Croatia)
Mapna (Iran)
Siemens Gamesa Renewable Energy (Germany/Spain)
STX Windpower (South Korea / The Netherlands)
TECO (Taiwan)
Vergnet (France)
Vestas (Denmark) – the world's largest manufacturer of wind turbines[3]
WEG (Brazil)
Xant (Belgium)

Past manufacturers
-
Acciona (Spain) merged with Nordex
Northern Power Systems (USA)
DeWind (Germany/USA) – subsidiary of Daewoo Shipbuilding & Marine Engineering (South Korea)
Alstom Wind (Spain) – subsidiary of General Electric since 2015
Enron Wind (now defunct) – wind-turbine manufacturing assets bought by General Electric in 2002
Fuji Heavy Industries (Japan) – the wind turbine business was acquired by Hitachi in 2012
Gamesa (Spain)
NEG Micon (Spain) – was bought by Gamesa
NEG Micon – now part of Vestas
Nordic Windpower (USA) – bankrupted in 2012
Raum Energy Inc. (Canada)
Scanwind (Norway) – bought by General Electric in 2009
Senvion (Germany) - assets bought by Siemens Gamesa Renewable Energy in 2019
Prokon (Germany)
WinWinD (Finland)
Frisia (Germany)
Clipper (USA)
MVOW (Denmark) – now part of Vestas
DSTN (DSME Trenton) (Canada)
Windflow (New Zealand)

De NL wiki is al een tijdje niet aangepast (staan meer oude Europese fabrikanten in): https://nl.wikipedia.org/wiki/Lijst_...inefabrikanten