Wind energy structure begins in the old age of the United States with its “reunification”

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On the opening day, President Donald Trump released Executive order Understanding indefinitely for new wild wind projects on federal lands, as well as new lease contracts for marine wind farms in American coastal waters. This procedure was not limited to the Trump campaign “No new air mills”, but it struck another blow to the wind industry, which has been severely exposed over the past few years by the obstacles of the supply chain, the prices increase the economies of the project, the public opposition and the political reaction against federal tax credits, especially those who raise the wind leader in the external wind.

However, the country -established wild wind industry, which has been built over several decades, generates approximately 11 % of electricity in America, making it the largest source of renewable energy and sometimes exceeding the charcoal generation last year. On April 8, the Trump administration is a friend of excavation I took measures To support coal mining and power generation stations, but with the driving of winds that lead the wind energy, the efforts made to “restore” create new commercial opportunities for the main players in this field.

This hesitant activity has emerged as a lighting spot for the wind industry, which gave a boost that affects the need for market leaders Ji Fernovaand Festas And Siemens Gamesa, a subsidiary of Munich headquarters Siemens Energy. After several difficult years of dull performance – due to the setbacks in both land and external projects – all three companies reported an increase in revenue in 2024, and GE Vernova and Siemens rose.

GE Vernova, which was stopped by General Electric a year ago, led wild wind facilities in 2024, with 56 % of the American market, followed by Denmark’s Vestas (40 %) and Siemens Gamesa (4 %).

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GE Vernova stock performance during one year.

According to US Energy Information ManagementThe power to generate the installed wind power of 2.4 GW (GW) in 2000 to 150.1 GB as of April 2024. New report From the Energy Research Company Wood McKenzi.

There are currently about 1500 wild wind farms – in which more than 75,600 turbines – across 45 states, led by Texas, Iowa, Aklahoma, Ilinois and Kansas. Almost all wind farms are located on private lands, and many of their largest farms are owned and managed by major energy companies, including Nextera EnergyRWE clean energy, pattern power, Clearway Energyand Xcel Energy and Berkshire Hathaway“S Midamerican Energy, which generates 59 % of the renewable energy of information technology from wind, including 3,500 turbines operating through 38 wind projects in Iowa.

There are an increasing number of turbines that are over 20 years old and are close to the end of their life cycle. Increasingly, operators must decide whether the main components of the turbine aging, such as blades, circles and electronics will be completely dismantled and fully dismantled and set up new, technical and more efficient models that can increase electricity production by up to 50 %.

“It has become clear that more and more the base that has been installed in the United States (from wild turbines) has exceeded its operational life,” said Charles Copens, Wood Mackeenzie’s research analyst, said.

To date, about 70 GB of wild wind has been completely reshaped in the United States, according to Wood Mackeenzie, while an additional 12 GW has been restarted in part. The company estimates that about 10,000 turbines have been turned off and that another 6000 people will be retired in the next ten years.

The damaged wind turbines suffered by a hurricane, then lightning.

Ryan Baker Istock | Gety pictures

In addition to the fact that advanced turbines need to be upgraded or replaced, restoring the current wind farm in exchange for building a new location provides economic benefits for operators and original equipment manufacturers. First of all, there is no need to acquire property. In fact, in certain situations, because today’s turbines are larger and more efficient, fewer turbines are needed. They will generate additional electricity and have longer life cycles, ultimately providing higher production at a lower cost.

However, “there are some restrictions on the amount of capacity that can increase the project without the need to perform new permits or lists of inter -delivery lists” to the power network. As long as the operator does not exceed the amount of the permitted interconnection with the local tool, they can add electricity to the project and still send it to the network.

Maldonado said the public opposition may be another obstacle to overcoming it. Whether it is a new wind project or recycled it, the population has expressed their concerns about environmental risks, low property values, aesthetics, and anti -renewal general feelings.

RWE, a subsidiary of the RWE Group in Germany, is the third largest renewable energy company in the United States, and owns and operates 41 winds of wind farms, according to its CEO Andrew Flangan, representing 48 % of the total installed operating portfolio, which also includes automatic and battery energy storage.

One of the RWE projects in the current RWE (both in Texas) is Forest Creek Wind Farm, which was originally operated in 2006 and includes 54 Siemens. The project will replace them with 45 new turbines from the Ge Vernova that will extend the life of Wind Farm for another 30 years as soon as it returns online later this year. At the same time, RWE and Ge Vernova are partnership on a new wind farm, directly next to the Forest Creek, adding 64 other turbines to the complex. Upon completion, RWE will offer a total of 308 megawatts of wind energy to the region’s homes and companies.

Flaanagan indicated that the compact projects are linked to an increase in electricity requirements for oil and gas production in the region. “It is a great thing to see that our wind generation leads the entire energy approach,” he said. He added that the Repower project alone will employ 250 construction workers, at its peak, will employ the Repower project alone 250 construction workers, and during its operating period.

On the other hand, twin projects will support advanced manufacturing functions in Pensacola in Ge Vernova, Florida, as well as OEM’s OEM’s progress. In January, the company announced that in 2024 it received orders to recycle more than wind turbines in the United States

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Siemes Gamesa has implemented many large projects in the United States, especially the Midamerican expansion of Midamerican in Iowa, which was completed in 2011. In 2019, the company replaced 193 turbines older than 163 models of capacity produced in Iowa and Kansas manufacturing factories.

Last year, Siemens Gamesa began reshaping the 17 -year -old RWE champion, a 127 -megawatled wind farm in West Texas. The company upgrade 41 of its turbines with new blades and nacelles (housing at the top of the tower that contains critical electrical ingredients)) And add six new turbines.

In early April, Clairway announced an agreement with Vestas to recycle the Mount Storm Wind in Grant County, West Virginia. The project will include removing the turbines on the site 132 and replacing it with 78 new models. Repower will lead to an 85 % increase in Mount Storm’s total power generation with 40 % lower turbines.

Preparation for “Megatons” for recycling turbines and definitions

Another use of recycling is to activate The emerging industry that recycles the huge ingredients Among the turbines that have been stopped, including blades, steel, copper and aluminum. Most operating turbines today are 85 % to 95 % recyclable, and OEMS designs 100 % recyclable models.

While the majority of moth blades, made of fiberglass and carbon fibers, have historically ended in waste burials, many startups have developed their recycling technologies. For example, carbon rivers are shrinking with the turbines OEMS and wind farm operators to restore fiberglass, carbon fiber and resin systems from refreshing blades to produce new vehicles and resin used for turbine blades from the next generation, marine vessels, compound concrete and automatic parts.

Veolia North America, which is a subsidiary of the Veolia Foly Group, which has been reshaped on its coding blades and other vehicle materials in fuel and then sells it to cement manufacturers as a substitute for coal, sand and clay. Veolia has processed nearly 6,500 wind blades in a facility in Missouri, and has expanded its treatment capabilities to meet the demand, according to David Araojo, General Manager of Violea Engineering.

The new Trump project is not his only obstacle to wind industry. The president sweat from the import tariff, Especially a 25 % tax on steel and aluminumIt affects manufacturers in most sectors.

John Hinsley, Senior Vice President of Markets and Policy Analysis of the American Energy Association, a commercial group representing the clean energy industry, said the wild wind industry “has really a good job in reducing geopolitical risks.” He was martyred with a US -made manufacturing base that includes hundreds of plants that produce spare parts and turbine components. Although some materials are imported, investment in local manufacturing “provides some risk mitigating these definitions.”

In the midst of the opposite wind, the wild wind industry is trying to continue to focus on the role that recycling can play in meeting The increasing demand for electricity on electricity. “We expect an increase of 35 % to 50 % between now and 2040, and this is incredible,” Hinsley said. “It is like adding a new Louisiana to the network every year for 15 years.”

Scott Strazik, CEO of GE Vernova, recently told CNBC that the growth of the United States is the largest since the industrial boom that followed the end of World War II. “It should return to 1945 and the end of World War II, this is the infrastructure that we will get,” he said.

“With the continued developers of original equipment manufacturers and wind farms in the face of the growing capital costs for new projects, in addition to the Trump administration in the field of clean energy industries,” Repowering provides a way to provide more electrons to the network in a way that avoids or at least reduce some challenges related to all these problems. “

Vestas CEO says wind turbines



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