Show notes
The Trump Administration begins a Section 232 investigation to block foreign-owned wind in the US. Meanwhile, China continues to pull ahead.
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Welcome to Uptime News. Flash Industry News Lightning fast. Your host, Allen Hall, shares the renewable industry news you may have missed.
Allen Hall 2025: You know what's happening to offshore wind in America? Ørsted stock down 87%. Revolution wind halted at 80% completion, $679 million in funding canceled across trial projects. But here's what the industry press isn't telling you. On August 13th, while everyone was watching Ørsted Stock collapsed, the Commerce Department quietly launched something else.
A Section 2 32, national Security Investigation of Wind Turbine Imports Section 2 32. The same Trade law President Trump used to slap tariffs on steel and aluminum in his first term. The investigation list, 12 criteria for protecting America's wind turbine supply. [00:01:00] Domestic production capacity in port, concentration risks, foreign government subsidies, supply chain security, reading those criteria.
You think Washington finally gets it? You think they're building a fortress around American wind manufacturing. But the opposite is true. Chinese wind turbine manufacturers now hold the top four global spots. Goldwind Envision Min Yang Windy, they control 60% of the global market prices 20% lower than Western competitors.
Yet in America, these Chinese turbines have virtually zero market share zero. The Section 2 32 investigation isn't aimed. At China, it's aimed at Europe. Siemens ESA dominates US offshore wind Vestas leads onshore in the quote unquote foreign threat. The Commerce Department is investigating it's Danish and German companies building American wind farms.
Meanwhile, 7,000 miles away. China [00:02:00] installed 86 gigawatts of wind in 2024 more than the entire US has built in the last decade combined. Germany just canceled their Skara project's. Chinese turbine order after national security warnings. But those same ING Yang turbines, they're spinning right now off the coast of Italy, the only Chinese offshore wind farm in all of Europe.
Irony runs deeper while Trump halts European built wind farms citing national security China. Races they had with their everything everywhere, all at once. Energy strategy, building new before discarding the old, as president Xi puts it, China's new energy law prioritizes renewable development while keeping coal as a backup.
America's new policy, discard the new, go back to the old. European manufacturers are hemorrhaging money. Siemens GAA posted massive losses. Investors practicing quote unquote commercial [00:03:00] discipline. Industry. Speak for, we can't compete with Chinese prices Today.
Orid faces a $9.4 billion rights issue, half funded by Danish taxpayers . But here's what makes this story remarkable. The section 2 32 investigation could actually help Chinese manufacturers. If tariffs hit European turbines, Chinese companies already 20% cheaper, become the only viable alternative, except Trump won't let them in the United States either.
So what's the real strategy? Simple. It's kill offshore wind entirely. Make it so expensive, so uncertain that investors flee. The national Security investigation isn't about protecting American wind manufacturing. It's about protecting American fossil fuels. Transportation, secretary Duffy called Wind Projects Fantasy while redirecting funds to real infrastructure translation ports for oil and gas, not [00:04:00] wind turbines.
The Commerce Department's 12 criteria reads like a textbook on supply chain security, but they're being weaponized to eliminate supply chains entirely, and China understands this. While America argues about wind power, China builds it 75% of global offshore wind installations this year. The section 2 32 investigation will conclude sometime next year.
It will recommend tariffs on European wind equipment to protect American manufacturing, but there is no offshore wind manufacturing to protect. That's not an oversight. That's the point.