Wind turbine orders are up sharply in the first half of 2023 compared to the same period of 2022 thanks to the large rebound in purchases in North America and a still substantial volume in China, reveals a study published Thursday.
From January to June, wind turbine orders represented a capacity of 69.5 GW (gigawatts) according to the research firm Wood Mackenzie, up 12% compared to the same period last year.
This is a record for a first half, but it remains lower than the sales of the second half of 2022. In total, this represents a purchase volume of 40.5 billion dollars (37.3 billion euros) in the first semester.
Purchases outside of China “are one of the main drivers” of this increase with “demand of more than 25 GW, an increase of 47% year-on-year in the first half”, it is specified. in the study.
North America is driving this increase, with a volume of electrical power (7.7 GW) quadrupling compared to the first half of 2022. According to the study, this is partly explained by the Inflation Reduction Act, a vast program energy transition and social reforms decided by US President Joe Biden in the United States.
However, China remains the leading buyer of wind turbines, with orders representing 44 GW, stable over one year.
According to Wood Mackenzie, offshore wind is also a big part of this trend, growing “by 26% year-on-year in the first half to reach a record level of activity of 12 GW and 17% of total order capacity. “
This increase propels the German-Spanish company Siemens Gamesa into third position in terms of power ordered, behind the Chinese Envision Energy and Windey. The Danish Vestas, world number one in the sector, is only fifth.
tmc/jbo/clc
2023-08-31 19:01:46
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