Vestas seals 99 MW full EPC turnkey project in Lithuania
News release from Vestas Northern and Central Europe
Hamburg, 28 June 2024
Vestas has secured a 99 MW order from Aquila Clean Energy to deliver a full engineering, procurement, and construction (EPC) solution for the wind energy project Akmene II in Lithuania. Aside from delivery and installation of the wind turbines, Vestas is also responsible for the project's civil and electrical works.
The project consists of 16 V162-6.2 MW wind turbines together with a 35-year full Active Output Management 5000 (AOM 5000) service agreement to maximise annual energy production. The project is the extension of the Akmene I 74 MW EPC project with 12 V162-6.2 MW turbines, which have been commissioned during 2023.
"We are pleased to announce yet another project in Lithuania with our long-term and valued customer Aquila Clean Energy. We look forward to taking on this extended scope to support our customer with a reliable and efficient installation in the Baltic region", states Jens Pinderup, Vice President Sales East of Vestas Northern & Central Europe. "The project marks a significant step for the energy independence in Lithuania with more renewable electricity connected in the region and emphasises how our technical solutions contribute to the country's sustainable energy ambitions. We are proud to further extend our leading position in the Baltic region with this project."
Construction is expected to start at the end of 2024, and turbine delivery and commissioning are expected for the first quarter of 2026.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
News release from Vestas Northern and Central Europe
Hamburg, 28 June 2024
Vestas has secured a 99 MW order from Aquila Clean Energy to deliver a full engineering, procurement, and construction (EPC) solution for the wind energy project Akmene II in Lithuania. Aside from delivery and installation of the wind turbines, Vestas is also responsible for the project's civil and electrical works.
The project consists of 16 V162-6.2 MW wind turbines together with a 35-year full Active Output Management 5000 (AOM 5000) service agreement to maximise annual energy production. The project is the extension of the Akmene I 74 MW EPC project with 12 V162-6.2 MW turbines, which have been commissioned during 2023.
"We are pleased to announce yet another project in Lithuania with our long-term and valued customer Aquila Clean Energy. We look forward to taking on this extended scope to support our customer with a reliable and efficient installation in the Baltic region", states Jens Pinderup, Vice President Sales East of Vestas Northern & Central Europe. "The project marks a significant step for the energy independence in Lithuania with more renewable electricity connected in the region and emphasises how our technical solutions contribute to the country's sustainable energy ambitions. We are proud to further extend our leading position in the Baltic region with this project."
Construction is expected to start at the end of 2024, and turbine delivery and commissioning are expected for the first quarter of 2026.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
29/6 2024 09:34 ProInvestorNEWS 4
121142 Vestas secures 84 MW repowering order in the USA
News release from Vestas-American Wind Technology
Portland, 28 June 2024
Vestas has received an 84 MW order to repower an undisclosed wind project in the USA. The repower order consists of 38 V110-2.2 MW turbines.
The orders include supply, delivery, and commissioning of the turbines, as well as a multi-year Active Output Management 5000 (AOM 5000) service agreement, designed to ensure optimised performance of the asset.
Turbine delivery begins in the third quarter of 2025 with commissioning scheduled for the fourth quarter of 2025.
For more information, please contact:
Matt Copeman
Lead Specialist, Marketing & Communications
Mail: mtcoe@vestas.com
Tel: +1 (503) 475-6428
News release from Vestas-American Wind Technology
Portland, 28 June 2024
Vestas has received an 84 MW order to repower an undisclosed wind project in the USA. The repower order consists of 38 V110-2.2 MW turbines.
The orders include supply, delivery, and commissioning of the turbines, as well as a multi-year Active Output Management 5000 (AOM 5000) service agreement, designed to ensure optimised performance of the asset.
Turbine delivery begins in the third quarter of 2025 with commissioning scheduled for the fourth quarter of 2025.
For more information, please contact:
Matt Copeman
Lead Specialist, Marketing & Communications
Mail: mtcoe@vestas.com
Tel: +1 (503) 475-6428
29/6 2024 09:35 ProInvestorNEWS 4121143 Vestas secures a 95 MW order in Argentina
News release from Vestas Latin America
São Paulo, 28 June 2024
Vestas has received an order for an undisclosed wind project in Argentina. The order includes supply and installation of 21 V150-4.5 MW turbines.
Upon completion, Vestas will also deliver a 30-year Active Output Management 5000 (AOM 5000) service agreement that will optimise energy production while providing long-term business case certainty for the wind farm operations.
Turbine delivery is expected to begin in the second quarter of 2025, with commissioning scheduled for completion in the fourth quarter of 2025.
Vestas pioneered Argentina's wind energy market with the installation of the country's first commercial wind turbine in Comodoro Rivadavia in 1994.
For more information, please contact:
Luciana Leite Vestas LATAMBrand, Marketing & Corporate Comms Officer+55 11
News release from Vestas Latin America
São Paulo, 28 June 2024
Vestas has received an order for an undisclosed wind project in Argentina. The order includes supply and installation of 21 V150-4.5 MW turbines.
Upon completion, Vestas will also deliver a 30-year Active Output Management 5000 (AOM 5000) service agreement that will optimise energy production while providing long-term business case certainty for the wind farm operations.
Turbine delivery is expected to begin in the second quarter of 2025, with commissioning scheduled for completion in the fourth quarter of 2025.
Vestas pioneered Argentina's wind energy market with the installation of the country's first commercial wind turbine in Comodoro Rivadavia in 1994.
For more information, please contact:
Luciana Leite Vestas LATAMBrand, Marketing & Corporate Comms Officer+55 11
29/6 2024 09:36 ProInvestorNEWS 3121144 Vestas wins 63 MW order in Türkiye
News release from Vestas Mediterranean
Madrid, 28 June 2024
Vestas has received a 63 MW order from Kangal Energy, Is Portföy Infrastructure VCIF and Is Portfoy Renewable Energy VCIF to extend the five existing wind parks of Kangal, Bereketli, Akyurt, Karaçayir, Konakpinar wind parks. They are all located in Sivas and Tokat, Türkiye.
The contract includes the supply and installation of a total of 12 V150-4.5 MW wind turbines and two V136-4.5 MW wind turbines, as well as a 10-year Active Output Management 4000 (AOM 4000) service agreement.
"I would like to thank Kangal Energy, Is Portföy Infrastructure VCIF and Is Portfoy Renewable energy VCIF for their trust in Vestas' 4 MW platform. We are glad to see how the versatility of our portfolio continues to contribute to the expansion of wind energy in Türkiye", says Head of Vestas Türkiye, Levent Ishak.
Turbine delivery is scheduled for the first half of 2025, while commissioning is expected to take place in the second half of 2025.
Vestas installed Türkiye's first wind turbine in 1984 and has since then delivered over 2 GW of wind capacity in the country.
For more information, please contact:
Andrés Domínguez
Communications Specialist
Vestas Mediterranean
News release from Vestas Mediterranean
Madrid, 28 June 2024
Vestas has received a 63 MW order from Kangal Energy, Is Portföy Infrastructure VCIF and Is Portfoy Renewable Energy VCIF to extend the five existing wind parks of Kangal, Bereketli, Akyurt, Karaçayir, Konakpinar wind parks. They are all located in Sivas and Tokat, Türkiye.
The contract includes the supply and installation of a total of 12 V150-4.5 MW wind turbines and two V136-4.5 MW wind turbines, as well as a 10-year Active Output Management 4000 (AOM 4000) service agreement.
"I would like to thank Kangal Energy, Is Portföy Infrastructure VCIF and Is Portfoy Renewable energy VCIF for their trust in Vestas' 4 MW platform. We are glad to see how the versatility of our portfolio continues to contribute to the expansion of wind energy in Türkiye", says Head of Vestas Türkiye, Levent Ishak.
Turbine delivery is scheduled for the first half of 2025, while commissioning is expected to take place in the second half of 2025.
Vestas installed Türkiye's first wind turbine in 1984 and has since then delivered over 2 GW of wind capacity in the country.
For more information, please contact:
Andrés Domínguez
Communications Specialist
Vestas Mediterranean
29/6 2024 09:38 ProInvestorNEWS 3121145 Vestas wins 144 MW order in South Africa
News release from Vestas Mediterranean
Madrid, 28 June 2024
Renewable energy producer African Clean Energy Developments (ACED) has placed a 144 MW order for the Umsinde Emoyeni wind farm, to be located in Western Cape, South Africa. The contract includes the supply and installation of 32 V163-4.5 MW wind turbines, as well as a 10-year Active Output Management 5000 (AOM 5000) service agreement.
Sam Cook, ACED's Project Manager for procurement and construction, highlights, "ACED and African Infrastructure Investment Managers (AIIM) have a relationship with Vestas which goes back to the beginning of the wind energy industry in South Africa, in 2011. We are very pleased to be placing yet another order with Vestas, in service of our offtaker Sibanye Stillwater, our shareholders and the communities around our project."
"I would like to thank ACED for the trust placed in Vestas' 4 MW platform. We expect our V163-4.5 MW wind turbine to help our customer realise stable energy output and reach the business case certainty they need for their project. We are also convinced that Vestas' technology can play a key role in achieving a more reliable, affordable, and sustainable energy mix in South Africa", says Novani Ganess-Johnson, Managing Director for Vestas in South Africa.
Turbine delivery is expected by the first half of 2025 and commissioning is planned for the first half of 2026.
Vestas leads the South African wind power market with over 1.5 GW capacity either installed or under construction.
For more information, please contact:
Andrés Domínguez
Communications Specialist
Vestas Mediterranean, Africa & Middle East
M +34 649 29 4007
Email: andms@vestas.com
News release from Vestas Mediterranean
Madrid, 28 June 2024
Renewable energy producer African Clean Energy Developments (ACED) has placed a 144 MW order for the Umsinde Emoyeni wind farm, to be located in Western Cape, South Africa. The contract includes the supply and installation of 32 V163-4.5 MW wind turbines, as well as a 10-year Active Output Management 5000 (AOM 5000) service agreement.
Sam Cook, ACED's Project Manager for procurement and construction, highlights, "ACED and African Infrastructure Investment Managers (AIIM) have a relationship with Vestas which goes back to the beginning of the wind energy industry in South Africa, in 2011. We are very pleased to be placing yet another order with Vestas, in service of our offtaker Sibanye Stillwater, our shareholders and the communities around our project."
"I would like to thank ACED for the trust placed in Vestas' 4 MW platform. We expect our V163-4.5 MW wind turbine to help our customer realise stable energy output and reach the business case certainty they need for their project. We are also convinced that Vestas' technology can play a key role in achieving a more reliable, affordable, and sustainable energy mix in South Africa", says Novani Ganess-Johnson, Managing Director for Vestas in South Africa.
Turbine delivery is expected by the first half of 2025 and commissioning is planned for the first half of 2026.
Vestas leads the South African wind power market with over 1.5 GW capacity either installed or under construction.
For more information, please contact:
Andrés Domínguez
Communications Specialist
Vestas Mediterranean, Africa & Middle East
M +34 649 29 4007
Email: andms@vestas.com
29/6 2024 09:39 ProInvestorNEWS 2121146 Vestas wins 45 MW order in Türkiye
News release from Vestas Mediterranean
Madrid, 28 June 2024
Vestas has received a 45 MW order in Türkiye. The contract includes the supply and installation of 10 V150-4.5 MW wind turbines as well as a 15-year Active Output Management 4000 (AOM 4000) service agreement.
"We believe that the reliability and versatility of our portfolio will continue to play a paramount role in Türkiye's energy transition", says Vestas Head of Türkiye, Levent Ishak.
Turbine delivery is scheduled for the first half of 2025, while commissioning is expected to take place in the second half of 2025.
Vestas installed Türkiye's first wind turbine in 1984 and has since then delivered over 2 GW of wind capacity in the country.
For more information, please contact:
Andrés Domínguez
Communications Specialist
Vestas Mediterranean
M +34 649294007
Email: andms@vestas.com
News release from Vestas Mediterranean
Madrid, 28 June 2024
Vestas has received a 45 MW order in Türkiye. The contract includes the supply and installation of 10 V150-4.5 MW wind turbines as well as a 15-year Active Output Management 4000 (AOM 4000) service agreement.
"We believe that the reliability and versatility of our portfolio will continue to play a paramount role in Türkiye's energy transition", says Vestas Head of Türkiye, Levent Ishak.
Turbine delivery is scheduled for the first half of 2025, while commissioning is expected to take place in the second half of 2025.
Vestas installed Türkiye's first wind turbine in 1984 and has since then delivered over 2 GW of wind capacity in the country.
For more information, please contact:
Andrés Domínguez
Communications Specialist
Vestas Mediterranean
M +34 649294007
Email: andms@vestas.com
29/6 2024 09:40 ProInvestorNEWS 2121147 Vestas secures 114 MW order in Germany
News release from Vestas Northern and Central Europe
Hamburg, 28 June 2024
Vestas has received a 114 MW order from SAB WindTeam for the wind energy project Ahlum-Dettum in Lower Saxony, Germany. Vestas will deliver 17 V162-6.2 MW and two V136-4.2 MW wind turbines, and the order includes supply, delivery, and commissioning of the turbines.
Upon completion, Vestas will service the turbines under a 25-year Active Output Management 5000 (AOM 5000) service agreement designed to ensure optimised performance of the assets.
"This order from our valued customer SAB WindTeam is proof for the efficient technology of our EnVentus platform. We are delighted that our turbine portfolio offers the perfect fit for the site in Ahlum providing high annual production and at the same time lowest levelised cost of energy", says Sulai Fahimi, Vice President Sales Central for Vestas Northern & Central Europe. "I would like to thank SAB WindTeam for choosing Vestas as supplier for realising one of the largest projects in Germany and look forward to a successful future collaboration."
"We are delighted to realise our project Ahlum-Dettum together with Vestas. Ahlum-Dettum is the largest single project in our company's history to date. Therefore, we have diligently chosen a proven supplier and service partner that offers the best solution for the site already from the start of the construction phase as well as during the lifetime of the project", comments Lars Niebuhr, Managing Director of SAB WindTeam GmbH.
Turbine delivery is expected to begin in the second quarter of 2025 with commissioning scheduled for completion in the fourth quarter of 2025.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
News release from Vestas Northern and Central Europe
Hamburg, 28 June 2024
Vestas has received a 114 MW order from SAB WindTeam for the wind energy project Ahlum-Dettum in Lower Saxony, Germany. Vestas will deliver 17 V162-6.2 MW and two V136-4.2 MW wind turbines, and the order includes supply, delivery, and commissioning of the turbines.
Upon completion, Vestas will service the turbines under a 25-year Active Output Management 5000 (AOM 5000) service agreement designed to ensure optimised performance of the assets.
"This order from our valued customer SAB WindTeam is proof for the efficient technology of our EnVentus platform. We are delighted that our turbine portfolio offers the perfect fit for the site in Ahlum providing high annual production and at the same time lowest levelised cost of energy", says Sulai Fahimi, Vice President Sales Central for Vestas Northern & Central Europe. "I would like to thank SAB WindTeam for choosing Vestas as supplier for realising one of the largest projects in Germany and look forward to a successful future collaboration."
"We are delighted to realise our project Ahlum-Dettum together with Vestas. Ahlum-Dettum is the largest single project in our company's history to date. Therefore, we have diligently chosen a proven supplier and service partner that offers the best solution for the site already from the start of the construction phase as well as during the lifetime of the project", comments Lars Niebuhr, Managing Director of SAB WindTeam GmbH.
Turbine delivery is expected to begin in the second quarter of 2025 with commissioning scheduled for completion in the fourth quarter of 2025.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
29/6 2024 09:41 ProInvestorNEWS 3121148 Vestas secures a 105 MW order with LEAG in former coal mining area in Germany
News release from Vestas Northern and Central Europe, LEAG and EP Corporate Group
Hamburg, 28 June 2024
Vestas and LEAG have agreed on a 105 MW order for the wind energy project 'Forst-Briesnig II', in Lausitz region, Germany. Vestas will deliver 17 V162-6.2 MW wind turbines, and the order includes supply, delivery, and commissioning of the turbines. Upon completion, the turbines will be serviced by Vestas under a 20-year Active Output Management 5000 (AOM 5000) service agreement to ensure optimal performance and longevity of the assets.
The wind project, which is being constructed on former brown coal mining area, is the first for LEAG. It was developed by LEAG Renewables GmbH, a subsidiary of LEAG, which specialises in the development and implementation of renewable energy projects. The project is a milestone for the site's transformation to a renewable industrial and energy landscape in the Lausitz region and is part of a greater energy transition project - the GigawattFactory.
"We are delighted to have reached this significant agreement, with one of the world's leading wind turbine manufacturers", says Dominique Guillou, CEO of LEAG Renewables GmbH. "Securing historically the second-largest building permit for an onshore wind farm in Germany and now finalizing this contract are key milestones for the successful realization of the Forst-Briesnig II wind farm."
"Forst Briesnig 2 is a lighthouse onshore wind project and with its location in a former mining area, it is a great example of the transformation from fossils to renewables in the German energy system ", says Jens Kück, Senior Vice President Sales Onshore of Vestas Northern and Central Europe. "We are excited to support LEAG in their transformation journey and engage in this significant project as it showcases our strong ability to provide the right solutions to technically complex projects."
"Partnering with Vestas for our first wind project is another crucial step towards realising our GigawattFactory. With the strength of LEAG Renewables as our new centre of competence for renewable energy, together with experienced partners like Vestas, LEAG will build one of the largest onshore renewable energy networks in Germany, establishing the Lausitz region as a pioneer in the energy transition in Europe", says Thorsten Kramer, CEO of LEAG.
"We are proud to invest in this transformative project, which represents another significant step forward in our commitment to renewable energy and sustainable power generation," says Tomáš David, senior executive responsible for renewable energy at EP Corporate Group, the controlling shareholder of EP Energy Transition, the majority owner of LEAG. "This project is a crucial element of our broader strategy to transition from conventional to sustainable power generation, positioning us at the forefront of the energy transition in Germany."
Turbine delivery is expected to begin in the fourth quarter of 2025 with commissioning scheduled for completion in the third quarter of 2026.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
News release from Vestas Northern and Central Europe, LEAG and EP Corporate Group
Hamburg, 28 June 2024
Vestas and LEAG have agreed on a 105 MW order for the wind energy project 'Forst-Briesnig II', in Lausitz region, Germany. Vestas will deliver 17 V162-6.2 MW wind turbines, and the order includes supply, delivery, and commissioning of the turbines. Upon completion, the turbines will be serviced by Vestas under a 20-year Active Output Management 5000 (AOM 5000) service agreement to ensure optimal performance and longevity of the assets.
The wind project, which is being constructed on former brown coal mining area, is the first for LEAG. It was developed by LEAG Renewables GmbH, a subsidiary of LEAG, which specialises in the development and implementation of renewable energy projects. The project is a milestone for the site's transformation to a renewable industrial and energy landscape in the Lausitz region and is part of a greater energy transition project - the GigawattFactory.
"We are delighted to have reached this significant agreement, with one of the world's leading wind turbine manufacturers", says Dominique Guillou, CEO of LEAG Renewables GmbH. "Securing historically the second-largest building permit for an onshore wind farm in Germany and now finalizing this contract are key milestones for the successful realization of the Forst-Briesnig II wind farm."
"Forst Briesnig 2 is a lighthouse onshore wind project and with its location in a former mining area, it is a great example of the transformation from fossils to renewables in the German energy system ", says Jens Kück, Senior Vice President Sales Onshore of Vestas Northern and Central Europe. "We are excited to support LEAG in their transformation journey and engage in this significant project as it showcases our strong ability to provide the right solutions to technically complex projects."
"Partnering with Vestas for our first wind project is another crucial step towards realising our GigawattFactory. With the strength of LEAG Renewables as our new centre of competence for renewable energy, together with experienced partners like Vestas, LEAG will build one of the largest onshore renewable energy networks in Germany, establishing the Lausitz region as a pioneer in the energy transition in Europe", says Thorsten Kramer, CEO of LEAG.
"We are proud to invest in this transformative project, which represents another significant step forward in our commitment to renewable energy and sustainable power generation," says Tomáš David, senior executive responsible for renewable energy at EP Corporate Group, the controlling shareholder of EP Energy Transition, the majority owner of LEAG. "This project is a crucial element of our broader strategy to transition from conventional to sustainable power generation, positioning us at the forefront of the energy transition in Germany."
Turbine delivery is expected to begin in the fourth quarter of 2025 with commissioning scheduled for completion in the third quarter of 2026.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
29/6 2024 09:41 ProInvestorNEWS 4121149 Vestas wins 81 MW order in the UK
News release from Vestas Northern and Central Europe
Hamburg, 28 June 2024
Vestas has secured an 81 MW order from Invenergy for the wind energy project Pencloe in Dumfries and Galloway in Scotland, UK. Vestas will deliver 18 V136-4.5 MW wind turbines, and the order includes supply, delivery, installation, and commissioning of the turbines.
Upon completion, Vestas will service the turbines under a multi-year Active Output Management 5000 (AOM 5000) service agreement designed to ensure optimised performance of the assets.
"We are delighted to achieve this key milestone in our collaboration with Invenergy", states James Ian Robinson, Country Manager and Director Sales UK for Vestas Northern and Central Europe. "Vestas' technology delivers a robust business case for the competitive UK electricity market. We look forward to the execution phase where we will continue our strong construction track record. We thank Invenergy for trusting Vestas with their largest wind park to date in the UK."
"We are excited to be utilising state-of-the-art Vestas' turbines at the Pencloe Wind Energy Centre, which will be the largest Invenergy-developed project in the United Kingdom," said Stuart Winter, Vice President and Country Manager at Invenergy. "This project not only represents our mission to accelerate cleaner, more reliable and affordable energy, but also underscores our dedication to fostering positive community relationships and ensuring local economies benefit from our projects."
Turbine delivery is expected to begin in the second quarter of 2025 with the project expected to be fully operational in early 2026.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
News release from Vestas Northern and Central Europe
Hamburg, 28 June 2024
Vestas has secured an 81 MW order from Invenergy for the wind energy project Pencloe in Dumfries and Galloway in Scotland, UK. Vestas will deliver 18 V136-4.5 MW wind turbines, and the order includes supply, delivery, installation, and commissioning of the turbines.
Upon completion, Vestas will service the turbines under a multi-year Active Output Management 5000 (AOM 5000) service agreement designed to ensure optimised performance of the assets.
"We are delighted to achieve this key milestone in our collaboration with Invenergy", states James Ian Robinson, Country Manager and Director Sales UK for Vestas Northern and Central Europe. "Vestas' technology delivers a robust business case for the competitive UK electricity market. We look forward to the execution phase where we will continue our strong construction track record. We thank Invenergy for trusting Vestas with their largest wind park to date in the UK."
"We are excited to be utilising state-of-the-art Vestas' turbines at the Pencloe Wind Energy Centre, which will be the largest Invenergy-developed project in the United Kingdom," said Stuart Winter, Vice President and Country Manager at Invenergy. "This project not only represents our mission to accelerate cleaner, more reliable and affordable energy, but also underscores our dedication to fostering positive community relationships and ensuring local economies benefit from our projects."
Turbine delivery is expected to begin in the second quarter of 2025 with the project expected to be fully operational in early 2026.
For more information, please contact:
Yannick Kramm
External Communications Specialist, Vestas Northern & Central Europe
Mail: yankr@vestas.com
Tel: +44 (0)77 9528 4694
Masser af ordrer. Og samlet de jo ganske pænt i forhold til 2023, - ogdet kan stadig komme nye ordrer idag, tænker jeg.
Og alligevel falder den meget. Ved ikke om det er udsigten til Trump som præsident, men han har jo været favorit længe, så der må være andre grunde også. Måske nogen, især amerikanere, er hoppet fra Vestas til GE efter at de har udskilt vind i seperat aktieselskab.
Gad vide om nogensinde eller hvornår de europæiske politikere vågner op??
Og alligevel falder den meget. Ved ikke om det er udsigten til Trump som præsident, men han har jo været favorit længe, så der må være andre grunde også. Måske nogen, især amerikanere, er hoppet fra Vestas til GE efter at de har udskilt vind i seperat aktieselskab.
Gad vide om nogensinde eller hvornår de europæiske politikere vågner op??
29/6 2024 11:18 DjengisCash 8121151 Der er muligvis en reaktion i markedet, der handler om udsigten til Trump som præsident, efter Bidens nedsmeltning i den 1. debat mellem præsidenskandidaterne.
Men erfaringen fra 1. runde af Trumps 1. periode som er, at energipolitikken først og fremmest styres af delstaterne selv.
Ligesom der er stærke kræfter, også blandt republikanerne, som støtter op om VE.
Slutteligt er behovet for subsidier til VE ikke længere ret stort. Så der er ikke nogen stor "styringsknap" for præsidenten længere.
Indenrigspolitisk i USA er det også afgørende, om møllerne bliver produceret af amerikanere på amerikanske arbejdspladser. Og Vestas har mig bekendt fabrikker i USA.
Men erfaringen fra 1. runde af Trumps 1. periode som er, at energipolitikken først og fremmest styres af delstaterne selv.
Ligesom der er stærke kræfter, også blandt republikanerne, som støtter op om VE.
Slutteligt er behovet for subsidier til VE ikke længere ret stort. Så der er ikke nogen stor "styringsknap" for præsidenten længere.
Indenrigspolitisk i USA er det også afgørende, om møllerne bliver produceret af amerikanere på amerikanske arbejdspladser. Og Vestas har mig bekendt fabrikker i USA.
Uanset Bidens (forventelige?) nedsmeltning, så har trump længe været favorit, hvorfor jeg tænker, at det må netop derfor må være noget andet og mere end det, også fordi, som du rigtigt pointerer, det i vid udstrækning er staterne selv der bestemmer på dette område.
Jeg kan godt få øje på udfordringer, men jeg har dog lidt svært ved at super pessimist mht Vestas. Jeg tog gevinst lidt over kurs 200 og er lige nu fristet til at udnytte faldet til at købe lidt tilbage.
Jeg kan godt få øje på udfordringer, men jeg har dog lidt svært ved at super pessimist mht Vestas. Jeg tog gevinst lidt over kurs 200 og er lige nu fristet til at udnytte faldet til at købe lidt tilbage.
29/6 2024 11:50 DjengisCash 7121153 Jeg har suppleret i kurs 163.
Jeg har lige kigget på regnskaberne for Vestas for 2017 til 2020, den periode hvor Trump var præsident. Og de regnskaber var ganske fine.
Jeg har lige kigget på regnskaberne for Vestas for 2017 til 2020, den periode hvor Trump var præsident. Og de regnskaber var ganske fine.
Og om føje tid må de jo være igennem alle de dårlige kontrakter.
29/6 2024 13:56 DjengisCash 7121155 Forholdet mellem ordrer i euro og ordrer i GW ser da mere fornuftigt ud nu, end det gjorde for et par år siden.
Et andet centralt spørgsmål er, om "den frie verden" lader kineserne oversvømme markedet med subsidierede møller.
Her kan Trump være en god støtte.
Et andet centralt spørgsmål er, om "den frie verden" lader kineserne oversvømme markedet med subsidierede møller.
Her kan Trump være en god støtte.
Mon ikke det mest er i asien og udenfor eu og den vestlige verden, at kineserne kommer til at tage markedsandele. Jeg har ikke orket at gennemgå alle ordrer, men tænker umiddelbart, at de områder heller ikke er dem der fylder mest hos Vestas.
1/7 2024 06:26 ProInvestorNEWS 5121170 Vestas: Kursnedsabling svarer ikke til ordreindgang https://proinvestor.com/boards/121168/
1/7 2024 08:45 ProInvestorNEWS 4121175 Vestas leverer "tilnærmelsesvis acceptabel" ordreindgang i andet kvartal mener Sydbank
1/7 07:44
Vestas leverede fredag ordrer i stribevis og klarede sig lige netop "tilnærmelsesvis acceptabelt" ordremæssigt i andet kvartal.
Det vurderer Jacob Pedersen, der er aktieanalysechef i Sydbank, i en kommentar.
Vindmølleproducenten kunne fredag offentliggøre hele ni ordrer, dog uden nogen helt store iblandt. Samlet løb ordrerne fredag op i 830 megawatt, hvoraf den største udgjorde 144 megawatt.
Det betød også, at Vestas med slutspurten kunne notere 2902 megawatt for hele andet kvartal. Til sammenligning annoncerede Vestas i samme kvartal et år før ordrer for 1802 megawatt.
- Vi ved, at ordreindgangen varierer meget mellem kvartalerne. Isoleret kæmper ordreindgangen i andet kvartal sig lige op i "tilnærmelsesvis acceptabelt" niveau, siger Jacob Pedersen i en kommentar.
- En begrænset ordreindgang fra USA - som nok skal vise sig med den høj aktivitet i de næste kvartaler - er en vigtig årsag, og i det lys ser ordreindgangen fra resten af verden faktisk ganske fin ud. Men det samlede indtryk i andet kvartal giver ikke anledning til at finde klaphatten frem, fortsætter han.
Andet kvartal kan dog byde på flere ordrer. Foruden annoncerede ordrer er der også de uannoncerede, der opgøres i forbindelse med Vestas' regnskab for andet kvartal. De udgjorde i andet kvartal af 2023 i alt 531 megawatt.
.\˙ MarketWire
1/7 07:44
Vestas leverede fredag ordrer i stribevis og klarede sig lige netop "tilnærmelsesvis acceptabelt" ordremæssigt i andet kvartal.
Det vurderer Jacob Pedersen, der er aktieanalysechef i Sydbank, i en kommentar.
Vindmølleproducenten kunne fredag offentliggøre hele ni ordrer, dog uden nogen helt store iblandt. Samlet løb ordrerne fredag op i 830 megawatt, hvoraf den største udgjorde 144 megawatt.
Det betød også, at Vestas med slutspurten kunne notere 2902 megawatt for hele andet kvartal. Til sammenligning annoncerede Vestas i samme kvartal et år før ordrer for 1802 megawatt.
- Vi ved, at ordreindgangen varierer meget mellem kvartalerne. Isoleret kæmper ordreindgangen i andet kvartal sig lige op i "tilnærmelsesvis acceptabelt" niveau, siger Jacob Pedersen i en kommentar.
- En begrænset ordreindgang fra USA - som nok skal vise sig med den høj aktivitet i de næste kvartaler - er en vigtig årsag, og i det lys ser ordreindgangen fra resten af verden faktisk ganske fin ud. Men det samlede indtryk i andet kvartal giver ikke anledning til at finde klaphatten frem, fortsætter han.
Andet kvartal kan dog byde på flere ordrer. Foruden annoncerede ordrer er der også de uannoncerede, der opgøres i forbindelse med Vestas' regnskab for andet kvartal. De udgjorde i andet kvartal af 2023 i alt 531 megawatt.
.\˙ MarketWire
