Renewable Energy
As Europe Shuns Chinese Turbines and Components, Who Will Fill the Gap?
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As Europe Shuns Chinese Turbines and Components, Who Will Fill the Gap?
While most of Europe has spent most of this year itemizing reasons it cannot, should not, and will not use Chinese wind turbines or components, accusations and arm-twisting tactics have garnered most of the attention.
But we invite you to consider a future – maybe just five, or ten years from now?- in which those same countries and companies are eagerly awaiting orders from wind turbine manufacturing facilities in… India.
What?!
You know that the country has a lot of installed wind.
You may think – and many in the industry would agree – that India’s blade manufacturers are a few revs behind blade-makers elsewhere in the world. But the country is newly committed to manufacturing and it’s busy installing more – provided that it’s made in India, with Indian technology, by Indian workers.
Of course, similar domestic-focused policy currents are running through European countries – where wind OEMs are almost inarguably a decade ahead of Indian manufacturers. But there’s an important reason why we say, “watch India” in wind turbine manufacturing.
It’s because you might learn something.
If you follow The Uptime Wind Energy Podcast, you probably heard this discussion a few weeks ago. It wasn’t the headline story – we try to highlight as many major news items and trends that we can, and follow up as credible information becomes available. India’s quiet moves to strengthen its own renewable energy industries didn’t grab the headlines. But it comprised a good bit of our panelists’ discussion.
With India’s expanding manufacturing capacity, and Suzlon’s strategic offerings for the European market (Blue Sky), there are reasons for European developers to take a closer look at Indian manufacturers.
If Europe continues to squelch deals with Chinese manufacturers due to data security issues, India is a relatively obvious candidate to fill the void, for several reasons:
- The country has depth and breadth in R&D: India (Suzlon, specifically) has a track record of involvement and relationships across the continent, as it operates research and development centers in Germany, the Netherlands, and Denmark.
- Indian service providers have reach: Inox and Adoni Wind operate multiple wind turbine manufacturing plants and wind farms throughout several Indian states, and Apraava Energy has been commissioning wind projects, working with multiple OEMs, for more than 16 years.
- The country’s energy sector has size: Tata Power is estimated to be worth about US$16 billion and employs 22,000 people.
And major manufacturers from other countries have had a strong presence in the country for years:
