Aegir Insights

Don't forget to sign up! Join us today at 14:00 CET for our next 15-minute #Wavelength Intelligence Briefing, where Aegir Insights’ Head of Research Maria Holm Bohsen and Business Development Manager Mario Garzón González will dive into Southern Europe’s offshore wind markets and pipeline, and discuss how offshore wind’s future in the region could unfold. Sign up here: https://lnkd.in/djM3YQPr #Europe #offshorewind #marketintelligence #renewableenergy

Will French #offshorewind be dismantled by a right-wing government? The surprise election has shaken electoral landscape in #France, and right-wing Rassemblement National (RN), formerly Front National, is projected by opinion polls to attract a lot of voters. What could a new, right-wing government mean for the French offshore wind sector? Aegir's new Market Insights, published to our clients, gives an overview of the possible implications for offshore wind if France’s parliamentary election results in a right-wing government. 🔹Impact of potential right-wing Government on the French offshore wind sector 🔹Feasibility and barriers to implementing RN's energy policy proposals 🔹Current offshore wind targets and auction pipeline If you are interested in knowing more, reach out to us here: https://lnkd.in/egxcvDZB or contact VP Business Development Matthew Delany to schedule a meeting. #Frenchelection #windenergy #analytics #Europe

Offshore Wind in Southern #Europe: A Snapshot The outcome of France’s latest AO5 floating wind tender has shocked the industry and brought new hope for offshore wind in Southern Europe. But how do the fundamentals for offshore wind compare across different markets in Southern Europe? Which Southern European market could follow France on the commercial-scale floating wind journey, and what’s crucial to unlock the potential in the region? Sign up below for Aegir Insights’ next #Wavelength Intelligence Briefing on 4 July, 14:00 CET, where Head of Research, Maria Holm Bohsen, and Business Development Manager, Mario Garzón González, will dive into Southern Europe’s offshore wind markets and pipeline, and discuss how offshore wind’s future in the region could unfold. https://lnkd.in/djM3YQPr #SouthernEurope #offshorewind #marketintelligence

Can US offshore wind weather a second #Trump term? The American presidential election this November is poised to be pivotal for the growing offshore wind market in the country. The #US market is highly influenced by changing presidents, and last time Donald Trump was president, offshore wind almost stalled. But this time, the sector would be much more developed at the time of take-over. At Aegir Insights, we have recently published a new analysis to our clients on what a second Trump term could mean for the US #offshorewind sector, what actions he could take, and which projects could be impacted the most. Want to get an exclusive glimpse of this analysis? Sign up for our newsletter next week: https://lnkd.in/eevHfy9d #USA #windenergy #renewables #analytics

German lease price results look to have peaked last year. What does that mean for project viability? The results of #Germany's latest dynamic bidding offshore wind auction were published last week after several days of lease bidding. TotalEnergies and EnBW Energie Baden-Württemberg AG won a site each with lease prices totaling about 3 bnEUR and averaging 1.2 mEUR/MW, which is markedly lower than last year’s lease price. The biggest surprise, however, was RWE stepping out of the partnership with TotalEnergies for one of the winning sites. In Aegir Insights’ newly published analysis on the German offshore wind auction, clients can dive into: 🔹Key takeaways from the auction results 🔹Aspects challenging business cases in Germany 🔹Comparison of winning lease prices with previous auctions in Germany and other markets We compare winning lease prices across markets using Aegir Insights’ Lease Price Benchmarking tool, which clients can access on the Aegir platform. If you are interested in knowing more, reach out to us here: https://lnkd.in/egxcvDZB or contact VP Business Development Matthew Delany to schedule a meeting. #offshorewind #Europe #intelligence #bidanalytics #leaseprices

In 2023, the offshore wind industry faced some significant challenges. As we approach 2024’s mid point, where does the industry find itself? Could developments within the offshore wind sector in the first half of the year point towards a light at the end of the tunnel and signal that a potential industry recovery is underway? Aegir Insights’ latest analysis, now available to clients, explores encouraging signals and recovery risks across EMEA, APAC, and the Americas. Our comprehensive report assesses the global status of the offshore wind industry, highlighting key countries and data points using our market recovery barometer. Interested in getting a glimpse of our new analysis? Reach out to us here: https://lnkd.in/egxcvDZB or contact VP Business Development Matthew Delany to arrange a discussion. #offshorewind #windenergy #intelligence #analytics

We were delighted to welcome the Canadian Ambassador to Denmark, The Honourable Dr. Carolyn Bennett, to our office yesterday, along with Richard Grieg Higginson from Invest Alberta. Dr. Bennett’s visit provided a fantastic opportunity to discuss the extensive work we have done at Aegir Insights in supporting the development of #Canada's emerging offshore wind sector, as well as highlighting our recent establishment of a team in Canada for technology development. During the visit, we showcased our advanced geospatial solution, Aegir #GAMMA, demonstrating how it has been used to accelerate site identification and resource strategy in #NovaScotia. With Aegir Insights' Canadian-Danish roots and our recent expansion to Canada, we showcase how important global collaboration is for pushing the #energytransition forward. Our Danish-Canadian cooperation enables us to combine Denmark's leading renewable energy expertise with Canada’s cutting-edge energy analytics and tech capabilities, driving forward innovations in the energy sector. We look forward to continuing this dialogue and building stronger bridges between Canada and Denmark, creating impactful solutions for a greener future. --- At Aegir Insights, we are continuously following the Canadian #offshorewind market in our market intelligence offerings, providing valuable insights and analysis to support decision makers in the offshore wind industry. Reach out to our CEO Scott Urquhart to learn more about our activities in Canada. Natural Resources Canada (NRCan), Marine Renewables Canada, Government of Canada #RenewableEnergy #Sustainability #Innovation #Canada #Denmark #ClimateTech

After the low turn-out of only three #offshorewind developers competing for two sites in the latest #Dutch auction round, the government is exploring re-introducing supports, such as CfDs, for future auctions after 2025 if deemed necessary. The importance of getting future offshore wind auctions right was also discussed in our latest #Wavelength Roundtable, featuring Lena Kitzing from DTU - Technical University of Denmark, Rina Bohle Zeller from Vestas and Katherine Dykes from Aegir Insights, where we delved into the complexities of offshore wind auction designs and their role in sector development. Our discussion stretched across the topics: 🔹The critical role of future auction design 🔹Resilience and non-price criteria 🔹Potential unintended consequences For a summary of the key talking points from this discussion, sign up to receive Aegir Insights’ intelligence newsletter later this week: https://lnkd.in/eevHfy9d #offshorewindenergy #renewableenergy #auctiondesign #WavelengthRoundtable

Will the #Netherlands bring back subsidies to attract more competition? This week the Dutch government announced the result of their largest offshore wind auction round ever – the IJmuiden Ver Alpha and IJmuiden Ver Beta sites with 2 GW each. The two sites managed to only attract interest from three bidders in total that entered the race for the 4 GW on offer, and non-price criteria were the determining factor in deciding winners and losers, while the financial aspect had insignificant importance. In our freshly published analysis on the Dutch auction round Aegir Insights’ clients can dive into: 🔹Key takeaways from the winning bids 🔹Auction criteria ranking 🔹Outlook on potential auction developments If you are interested in knowing more, reach out to us here: https://lnkd.in/egxcvDZB to schedule a meeting. #offshorewind #Europe #intelligence #bidanalytics #offshorewindauction

How to spend 35 billion euros in Italy? The European Commission has just approved #Italy's state aid support scheme, the long-waited FER 2 decree. What does this mean for offshore wind? In our latest Market Insight on Italy, being published today for Aegir Insights’ clients, we are diving into: 🔹Interpretation of Italy’s budget allocation 🔹What GW capacity of offshore wind could be achieved under different allocations and capture price scenarios 🔹Aegir Quant merit order of competing offshore wind projects in Italy, and positions of international players Will it be enough to support Italy’s target of 4.6 GW of renewables, with a target of 2.1 GW offshore wind by 2030? Reach out to us here: https://lnkd.in/egxcvDZB to learn more or contact Mario Garzón González to schedule a meeting. #offshorewind #Europe #intelligence #bidanalytics #floatingwind