Renewable energy
Wind turbine
Blades, gearboxes, generators, and rare-earth magnets in offshore and onshore wind.
Curated sector reports
Wind turbine
Renewable energy·⚠ Offshore installation vessels & gearboxes
Key chokepoints (3)
Offshore wind installation vessels
⚠ active chokepoint
Specialized vessel fleet is limited; bottlenecks delay project COD dates.
Related tickers: VWS.CO
Subsea cables & array cabling
⚠ active chokepoint
Cable laying windows and factory lead times stretch offshore schedules.
Gearboxes & bearings
⚠ active chokepoint
Quality issues and supplier consolidation created multi-year gearbox shortages.