Abstract:

As the World s second largest economy, China is showing tremendous strength and opportunities across the wind value chain as renewable energy sources are expected to reach 20% of total energy production by 2020. With +80 Chinese OEM s and established players vying for market share in wind, some existing supply chains are being broken while others are being strengthened. Also, some of the more successful and established players from China are beginning to look East towards US opportunities and are evaluating the potential for direct US presence. The presentation will focus on the opportunities and challenges that the China market holds for the US supply chain in terms of potential new OEM s and new suppliers. It will highlight those components with strong off-shoring potential while also detailing OEM s and component makers with US ambitions and/or potential. With all market changes, both opportunities and challenges present themselves and the presentation will seek to provide a balanced approach in terms of what the impact of the Chinese marketplace has on the overall US wind market supply chain.