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Renewable energy

Wind turbine

Blades, gearboxes, generators, and rare-earth magnets in offshore and onshore wind.

⚠ Offshore installation vessels & gearboxes

Key chokepoints

  • Offshore wind installation vesselsMarine

    Specialized vessel fleet is limited; bottlenecks delay project COD dates.

    Related tickers: VWS.CO

  • Subsea cables & array cablingGrid

    Cable laying windows and factory lead times stretch offshore schedules.

  • Gearboxes & bearingsMechanical

    Quality issues and supplier consolidation created multi-year gearbox shortages.

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