Pentagon Stalls 30 GW US Wind, New York Defends Sunrise

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Pentagon Stalls 30 GW US Wind, New York Defends Sunrise

Allen covers the Pentagon stalling 165 US wind projects on private land, New York stepping in to defend Sunrise Wind, New Mexico approving a 212 MW wind farm, Octopus Energy’s €584M European buying spree, and Europe’s tightening offshore turbine market.

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Good morning, everyone. Here is a number for you. One hundred and sixty-five. That is how many onshore wind projects the Pentagon is now holding up across the United States. One hundred and sixty-five projects… on private land. Thirty gigawatts of generating capacity… frozen.

The American Clean Power Association says the delays began last August. Canceled meetings. Applications no longer being processed. Then in April… letters went out. The Pentagon said it was reviewing how it evaluates the national security impact of energy projects. That review has no deadline. This is the same justification used against offshore wind… the one courts have already struck down. And the administration has already paid nearly two billion dollars in taxpayer money to buy out offshore leases… paying developers not to build. Thirty gigawatts… enough to power millions of American homes… sitting in a stack of unprocessed paperwork.

But here is the thing about wind. It does not wait for permission.

In a federal courtroom in Washington… New York State just stepped up to fight. Attorney General Letitia James filed a motion to intervene on behalf of Ørsted’s Sunrise Wind project. A Rhode Island nonprofit called Green Oceans sued the Bureau of Ocean Energy Management back in March… trying to overturn the project’s federal permits. New York is not having it.

Sunrise Wind is a nine hundred and twenty-four megawatt project. Already under construction. Expected online next year. NYSERDA says the project carries eight hundred and seventy-five million dollars in economic benefits for the state… including nearly one hundred and seventy million dollars for the Town of Brookhaven alone. If it gets canceled… New York says those benefits vanish… tax credits expire… and replacement power would cost ratepayers far more. So the state is putting its name on the line… in open court.

Meanwhile… out in New Mexico… a different kind of wind story. Ten thousand acres of state land in Torrance County just got approved for a new wind farm. Two hundred and twelve megawatts. Enough to power sixty thousand homes. It will become the second-largest wind farm on state land. And it is projected to send nearly ninety-nine million dollars to New Mexico public schools over the life of the lease.

Now… across the Atlantic. Britain’s Octopus Energy just went on a shopping spree. Five hundred and eighty-four million euros… for seventeen onshore wind farms. Three hundred and twenty-one megawatts spread across France, Germany, and Poland. Ten farms in France. Four in Germany. Three in Poland. Combined… enough power for a quarter million European homes. Octopus now manages sixty-seven onshore wind farms across Europe. Zoisa North-Bond, Octopus Energy Generation’s CEO, said Europe has exceptional wind resources… but needs to move faster. Faster. There is that word again.

And then there is the supply side of the equation. Rystad Energy reports that Europe’s offshore wind market is running into a structural supply constraint. With GE Vernova having paused new offshore wind orders… the Western turbine market is now essentially a two-player game. Siemens Gamesa and Vestas. Turbine selling prices are up forty to forty-five percent since twenty twenty. Manufacturing costs? Up only twenty to twenty-five percent. The OEMs are recovering their margins… and developers are absorbing the difference. That is the new reality for European offshore wind.

So let us step back. In America… the federal government blocks thirty gigawatts of wind on private land. New York goes to court to protect a project already under construction. New Mexico approves a wind farm that will fund schools for a generation. In Europe… a British company spends more than half a billion euros on wind farms in three countries. And OEMs finally have the pricing power they have been chasing for years.

The push… and the pull. Washington pulls back. But everywhere else… the industry pushes forward.

And that’s the state of the wind industry for the 11th of May 2026.

Join us for the Uptime Wind Energy Podcast tomorrow.