Observations on the wind energy sector and global markets.
Observations on the wind energy sector and global markets.
March 2026
China continues to lead global wind expansion
By late 2025, China's total wind capacity hit 640 GW, climbing 23% annually, including 590 GW onshore and 47 GW offshore. Its offshore growth has remained unrivaled for seven years. Developers are now looking beyond volume towards strategic challenges like deep-water sites, extended transmission lines, and navigating increasingly competitive and complex grid interconnection processes.
February 2026
Offshore wind shifts to deep sea
With accessible coastal locations occupied, the sector is moving further out to sea. This transition redefines engineering hurdles, prioritizing specialized foundations and complex O&M logistics over simple turbine choice. China's current five-year strategy aims for 15 GW of yearly offshore growth, placing significant demand on supply chains and the essential preliminary survey and permitting phases.
January 2026
Core elements for bankable feasibility reviews
Successful wind financing relies on technical excellence: accurate measurements, integrity in resource modeling, and realistic yield projections. A durable cost framework is vital for lender approval. Our focus remains on this critical early-stage preparation, ensuring that project foundations are solid enough to secure investment and guarantee long-term operational viability.