離岸風力發電的供應鏈的限制因素 (2023年)

分析概要

離岸風電產業正在探索未知領域，面臨成本上升和供應鏈壓力的新挑戰。開發商習慣看到離岸風電項目的成本下降，因此他們認為這種趨勢將持續下去，或至少不會上升。然而，需求的快速成長，加上供應鏈歷來缺乏投資，使該產業從買方市場轉向賣方市場。這些不利的阻力迫使一些項目停止開發並支付提前退出的終止費用。因此，離岸風電產業正處於關鍵的十字路口。

本報告分析了離岸風電供應鏈（安裝和支援船、基礎、葉片、塔架和機艙）的限制因素，並考慮了塑造供應鏈結構的七個關鍵因素。

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.