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Trump Helps China Dominate Wind

The Trump Administration begins a Section 232 investigation to block foreign-owned wind in the US. Meanwhile, China continues to pull ahead.

Sign up now for Uptime Tech News, our weekly email update on all things wind technology. This episode is sponsored by Weather Guard Lightning Tech. Learn more about Weather Guard’s StrikeTape Wind Turbine LPS retrofit. Follow the show on Facebook, YouTube, Twitter, Linkedin and visit Weather Guard on the web. And subscribe to Rosemary Barnes’ YouTube channel here. Have a question we can answer on the show? Email us!

Welcome to Uptime News. Flash Industry News Lightning fast. Your host, Allen Hall, shares the renewable industry news you may have missed.

Allen Hall 2025: You know what’s happening to offshore wind in America? Ørsted stock down 87%. Revolution wind halted at 80% completion, $679 million in funding canceled across trial projects. But here’s what the industry press isn’t telling you. On August 13th, while everyone was watching Ørsted Stock collapsed, the Commerce Department quietly launched something else.

A Section 2 32, national Security Investigation of Wind Turbine Imports Section 2 32. The same Trade law President Trump used to slap tariffs on steel and aluminum in his first term. The investigation list, 12 criteria for protecting America’s wind turbine supply. [00:01:00] Domestic production capacity in port, concentration risks, foreign government subsidies, supply chain security, reading those criteria.

You think Washington finally gets it? You think they’re building a fortress around American wind manufacturing. But the opposite is true. Chinese wind turbine manufacturers now hold the top four global spots. Goldwind Envision Min Yang Windy, they control 60% of the global market prices 20% lower than Western competitors.

Yet in America, these Chinese turbines have virtually zero market share zero. The Section 2 32 investigation isn’t aimed. At China, it’s aimed at Europe. Siemens ESA dominates US offshore wind Vestas leads onshore in the quote unquote foreign threat. The Commerce Department is investigating it’s Danish and German companies building American wind farms.

Meanwhile, 7,000 miles away. China [00:02:00] installed 86 gigawatts of wind in 2024 more than the entire US has built in the last decade combined. Germany just canceled their Skara project’s. Chinese turbine order after national security warnings. But those same ING Yang turbines, they’re spinning right now off the coast of Italy, the only Chinese offshore wind farm in all of Europe.

Irony runs deeper while Trump halts European built wind farms citing national security China. Races they had with their everything everywhere, all at once. Energy strategy, building new before discarding the old, as president Xi puts it, China’s new energy law prioritizes renewable development while keeping coal as a backup.

America’s new policy, discard the new, go back to the old. European manufacturers are hemorrhaging money. Siemens GAA posted massive losses. Investors practicing quote unquote commercial [00:03:00] discipline. Industry. Speak for, we can’t compete with Chinese prices Today.

Orid faces a $9.4 billion rights issue, half funded by Danish taxpayers . But here’s what makes this story remarkable. The section 2 32 investigation could actually help Chinese manufacturers. If tariffs hit European turbines, Chinese companies already 20% cheaper, become the only viable alternative, except Trump won’t let them in the United States either.

So what’s the real strategy? Simple. It’s kill offshore wind entirely. Make it so expensive, so uncertain that investors flee. The national Security investigation isn’t about protecting American wind manufacturing. It’s about protecting American fossil fuels. Transportation, secretary Duffy called Wind Projects Fantasy while redirecting funds to real infrastructure translation ports for oil and gas, not [00:04:00] wind turbines.

The Commerce Department’s 12 criteria reads like a textbook on supply chain security, but they’re being weaponized to eliminate supply chains entirely, and China understands this. While America argues about wind power, China builds it 75% of global offshore wind installations this year. The section 2 32 investigation will conclude sometime next year.

It will recommend tariffs on European wind equipment to protect American manufacturing, but there is no offshore wind manufacturing to protect. That’s not an oversight. That’s the point.

https://weatherguardwind.com/trump-china-wind/

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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:

  • GE Vernova has turbine blade and nacelle manufacturing operations and multiple tech/R&D centers in India;
  • Vestas has a R&D technology center in Chennai; and
  • China’s SANY Wind has had assembly facilities in India since 2017, and in 2024, it signed a licensing agreement with JSW allowing SANY to manufacture blades and generators for JSW – enabling JSW Neo Energy to produce wind turbine generators and major components in-country.

So while there is hard data suggesting that India is already a global hub for wind turbines, sometimes the real strength comes from soft skills. Like sharing information.

We’ve noticed that Indian manufactures aren’t stingy with information. They share what they learn in the field and on the shop floor, so that the whole industry can move faster to solve problems. That bodes well for the industry overall, and particularly well for companies who figure out how to solve problems that some manufacturers aren’t even ready to admit to having.

We’ll be watching India with a great deal of interest in the coming months. Subscribe to The Uptime Wind Energy Podcast and follow along with us.

We’re not financial analysts. We’re engineers who watch the wind industry very closely. This is what we’ve noticed, and we thought it was worth sharing.

Where do you think you’ll be looking for solutions, components, and service providers in the next few years or the next decade? Tell us what you think. We’d love to hear from you.

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As Europe Shuns Chinese Turbines and Components, Who Will Fill the Gap?

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When You Write for Idiots, You Can Get Away with Anything

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To the author of the meme here:

“Either” refers to two choices; “any” refers to three or more.

More importantly, it’s amazing how shamelessly the ultra-right wing exaggerates.  The left side of the Democratic party would like to see the United States look like social democracies in places like Scandinavia.  Having government programs that benefit the common person, e.g., Social Security, public schools, emergency relief, libraries, environmental responsibility, etc., does not equate to Stalinism.

When You Write for Idiots, You Can Get Away with Anything

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Are Muslims “Dangerous?”

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Some of my old prep school chums from the Class of 1973 convene via Zoom approximately every six weeks for a 90-minute discussion of current events, science, and anything else that sounds interesting.

Our professions range from medicine, law, finance, and business management. All from highly ranked colleges.  Over 50% hold doctorate degrees.

Here’s something I find fascinating about the group: it includes one right-wing conservative.  I don’t mean a Reaganite; I mean a Trump supporter.  This guy is incapable of any thought that doesn’t come directly from Nexsmax.

It’s almost eerie how closely he toes the line of the far-right.  Yesterday he echoed the Newsmax talking point and told the group that all Muslims holding public office are “very dangerous” and should be removed.

Now, the rest of us are sitting there, dumbfounded at this idea, unwilling waste our breath on this racist and utterly preposterous concept.

All this raises the question: How are our political viewpoints formed?  How much of this is genetics?  Epigenetics?  Early childhood experiences? How do take a boy from among the best environments and turn him into someone who struggles to understand the most basic principles on which our country was founded?

https://www.2greenenergy.com/2026/11/09/principles-country-was-founded/

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