A very detailed and useful piece in
Renewable Energy World by Elize de Vries yesterday. It highlights the supply chain pinches of the wind industry in the face of excess demand - which have led to rise in wind turbine prices these last few years.
Some of the chronic shortages or limited supplier choices are in;
- Turbine blades - LM Glasfiber of Denmark have a worldwide market share of over 27% on
a MW basis, while it delivered rotor blades to nine out of the Top10
wind turbine suppliers. This market dominance allows them to call the shots on other blade suppliers and dictate a semi-standard in the blade root bolt circle
- Bearings - particularly the larger ones with outer ring diameters of 200-250 mm
- Gearboxes - they are breaking down too frequently particularly in the larger turbines and many windfarms are operating well below par whilst they await replacement
- Generators, main shafts, control cabinets - enough said
- Complex steel castings such as
hubs and mainframes which require up to 6 weeks to forge and cool to prevent cracks - hence a typical steel foundry can only produce 6-8 a year. Added to rising steel prices, this is a bit of a nightmare.
So how long will this continue?
Apparently, "
according to wind industry sources, the shortage
situation is unlikely to be fully resolved within the next two or
perhaps even three years".
A sobering prospect - I can't see this not having some effect on the sometimes overly rosy growth predictions of the wind industry. This is definitely something to keep track of over the next few years.
Leave a comment