离岸风力发电的供应链的限制因素 (2023年)

分析概要

离岸风电产业正在探索未知领域，面临成本上升和供应链压力的新挑战。开发商习惯看到离岸风电项目的成本下降，因此他们认为这种趋势将持续下去，或至少不会上升。然而，需求的快速成长，加上供应链历来缺乏投资，使该产业从买方市场转向卖方市场。这些不利的阻力迫使一些项目停止开发并支付提前退出的终止费用。因此，离岸风电产业正处于关键的十字路口。

本报告分析了离岸风电供应链（安装和支援船、基础、叶片、塔架和机舱）的限制因素，并考虑了塑造供应链结构的七个关键因素。

Report Summary:

The offshore wind sector is navigating uncharted waters, as it grapples with a fresh set of challenges in cost escalation and supply chain pressures. Developers, used to declining costs for offshore wind projects, had assumed that these would continue, or at least not increase; however, rapid growth in demand combined with historical underinvestment in the supply chain has swung the industry from a buyer's market to a seller's market. These unwelcome headwinds have prompted some projects to halt development and pay contract termination fees for early exit. This leaves the offshore wind industry at a critical juncture. This report closely examines supply-chain constraints across vessels, foundations, blades, towers and nacelles, and discusses seven key factors shaping the supply chain build-out.