About this episode
The episode discusses the evolving landscape of the wind industry, focusing on offshore and onshore developments, competition, and challenges faced by developers and manufacturers.
The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding across the globe. But the picture beneath those headline numbers is increasingly nuanced. Offshore developers are still grappling with supply chain bottlenecks, higher financing costs and policy uncertainty, even as governments accelerate deployment in the name of energy security and rising power demand. At the same time, Chinese manufacturers are rapidly expanding internationally, intensifying competition across global turbine markets. So where does the wind industry go next, and how are developers, manufacturers and governments adapting to a more competitive and fragmented market? On today’s show, Dana Perkins is joined by BloombergNEF’s head of wind research, Oliver Metcalfe, to discuss some of his team’s recent research including “Offshore Wind Market Outlook 1H 2026: New Era of Scale” and “Wind Turbine Orders in 2025: Chinese Firms Capture 34%.” Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be…
People in this episode
Host: Dana Perkins
Guest: Oliver Metcalfe
Topics covered
- wind power
- offshore installations
- supply chain
- energy security
- global competition
Keywords
- wind industry
- offshore wind
- turbine markets
- Chinese manufacturers
- energy transition
Mentioned in this episode
Organizations: BloombergNEF, Bloomberg
Books & works: Offshore Wind Market Outlook 1H 2026: New Era of Scale, Wind Turbine Orders in 2025: Chinese Firms Capture 34%
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