罗兰贝格：2024标准化胜于规模竞赛：欧洲海上风电涡轮机标准化对产能扩大及降本增效的重要性研究报告（英文版）（24页）.pdf

1、Standard beats size in Europes offshore windREPORTTimely and affordable rollout contingent on turbine standardizationOffshore wind(OW)is a key pillar of Europes energy transition.It is crucial to reaching climate targets,achieving energy independence,and creating earning capacity in the regions futu

2、re economy.Europes ambitious OW rollout requires a threefold increase in supply chain capacity.But a perfect storm of inflation,interest hikes and supply chain bottlenecks has escalated costs by 40%since 2022.Achieving the rollout targets in a timely,affordable way is a herculean task for the Europe

3、an OW industry,one that necessitates the development of a robust and fully industrialized supply chain.Today,the OW supply chain is organized around a race for size:who can develop the tallest,biggest,highest-capacity turbines.In the past,larger turbines contributed significantly to cost reductions.

4、But the cost benefits of even larger turbines are diminishing.In fact,todays race to produce ever-larger turbines is now causing costs to increase,and hampering capacity rollout,due to ever-shorter product life cycles and uncertainty about future turbine sizes.This“rat race”is fueled by a vicious cy

5、cle in the sector:1.Governments are trying to reduce costs,in some countries through competitive auctions,which only leads to local,short-term cost pressure on the supply chain,not to longer-term,structural cost reduction.2.Project developers are keen to be the first to use the newest,largest turbin

6、e models to win tender bids and maintain their profitability.3.Turbine OEMs expect larger market share and/or higher margins from value pricing for ever-larger turbines,and are shortening product life cycles to accelerate introductions,but this is leading to performance issues.4.Component and founda