The “redirection” era begins for the aging of American energy infrastructure

On the day of inauguration, President Donald Trump issued Executive order Without charged with new projects on the shores of the federal soil, as well as new rental windshields in the US coastal waters. The action not only fulfilled the key to Trump’s no new windmills, but also struck a blow to the wind industry, which has been severely affected over the last few years, which contains prices, increasing the price that increases the project, the public opposition and the political reaction against federal tax credits, especially those who are running into the half -hand.

However, a well -established marine wind industry, built for several decades, creates almost 11% of electricity in America, making it the largest renewable energy source and sometimes over the coal generation last year. April 8 Trump administration, convenient for fossils have taken action To strengthen coal and power plants, but since the infrastructure that drives the age of wind energy, efforts to “overstretch” create new businesses for key industry players.

This activity that exceeds has become a bright place for the wind industry, which gave a very necessary impetus to market executives GE Vernova. Vestas and Siemens Gamesa, a subsidiary based on Munich Siemens energy. After several difficult years, unsuccessful performance – in particular, because of the failures in both the coastal and offshore projects – all three companies reported the increase in revenue in 2024, and the Geneova and Siemens stocks increased higher.

GE Vernova, leaning back from General Electric, in 2024 brought the general winds of the wind, and 56%of the US market, and behind it – Vestas Denmark (40%) and Siemens Gamesa (4%).

As depending on US Energy Information OfficeThe installed power that arises in wind production grew with 2.4 gigawat (GW) in 2000 by 150.1 GW as of New Report From the Wood Mackenzie energy firm.

Currently, there are about 1500 wind farms – on which more than 75,600 turbines rotate – in 45 states headed by Texas, Aloh, Oklahoma, Illinois and Kansas. Almost all wind farms are located on private land, and many of the largest are owned and managed by large energy companies, including Nextera EnergyPure energy rwe, energy sample, Energy Clearway. Xcel Energy and Berkshire HethaiMidamerican Energy, which creates 59% of IT -related energy from the wind, including 3,500 turbines operating in 38 winds of the project in Iowa.

An increasing number of turbines is 20 years old and is approaching the end of its life cycle. Thus, operators should decide whether to update or replace the key components of old turbines, such as blades, rotors and electronics, or generally dismantle them and enhance new, technologically advanced and much more effective models that can increase electricity production to 50%.

“What is becoming clear is that more and more installed in the USA (on the shores of turbines) has exceeded the life of operational design,” said Charles Koppins, Global Wind Macenzie studies analyst, “and now operators are trying to replace those old turbines with the last (those).”

To date, about 70 GW on the wind shore was completely redirected to the US, according to Wood Mackenzi, while the additional 12 GW was partially redirected. The firm estimates that about 10,000 turbines were launched and 6,000 will be retired in the next 10 years, Kopins said.

In addition to the fact that the elder turbines should be upgraded or replaced, redirected by the existing wind farm compared to the creation of a new site that presents economic benefits to operators and manufacturers. It is not necessary to buy property for starters. In fact, in certain situations, since today’s turbines are more and more effective, less turbines are needed. And they will produce additional electricity and have longer lifestyles, eventually providing higher production at a lower price.

However, “there are some restrictions on how much power you can increase the project without passing new resolution and relationship processes” into the Power Grid network, said Stephen Maldonad, American Wood Mackenzie analyst. Until the operator exceeds the allowed volume of relationship, agreed with the local utilities, they can add electricity to the project and still send it to the net.

According to Maldonad, the public opposition may be another obstacle. Let it be a new or wind project, residents expressed concern about the danger of the environment, reducing property, aesthetics and overall opposed moods.

RWE, the subsidiary of RWE Group, is the third largest renewable energy company in the US, which owns and has 41 wind utilities, reports its CEO Andrew Flannon, which is 48% of the total portfolio and generation, which also includes solar and battery.

One of the two Repower RWE projects (both are in Texas) is its wind farm Forest Creek, originally ordered in 2006, and 54 Siemens Gamesa turbines are presented. The project will replace them with 45 new GE Vernova turbines that will extend the life of the wind farm for another 30 years, as soon as it returns to the Internet at the end of this year. At the same time RWE and Ge Vernova collaborate on the new wind farm, directly next to the Forest Creek, adding 64 turbines to the complex. Upon completion of RWE, a total of 308 MW of wind energy and enterprises of the region will be provided.

Flanan noted that combined projects are related to the increase in electricity and gas production needs. “It is great to see how our wind generation drives the energy approach,” he said. Moreover, in its peak only the project repower will work 250 construction workers, and for its exploitation bring $ 30 million in local tax revenue, he added.

In turn, TWIN projects will support advanced production jobs in Pensacola, Florida, Florida, Florida, and the OEM Repower promotion. In January, the company announced that in 2024 it received more than 1 GUT turbines in the US

Siemens Gamesa has completed several major US rethink projects, in particular the Midamerican Rolling Hills Expanded Windmill in Iowa, which went online in 2011. In 2019, the company replaced 193 old turbines with 163 higher capacity made on production plants in Iowa and Kansas.

Last year, Siemens Gamesa started redirect 17-year-old RWE Wind Champion, 127 MW Western Texas Windmill. The company upgrades 41 turbines new) And adding six new turbines.

In early April, Clearway announced an agreement with Vestas to redirect its wind environment Mount Storm in Grant County, West Virginia. The project will include the removal of 132 existing turbines of the site and replace them with 78 new models. Repower will increase the total electricity production by 85% when used by 40% less turbines.

Preparation for “Megatons” of Turbine and Tariffs processing

Another advantage of recovery is an activation Established industry that processes the components’ megatons of discomated turbines, including blades, steel, copper and aluminum. Most of today’s operative turbines account for 85% to 95% of disposal, and OEM is developing 100% disposal model.

While most butterflies made of fiberglass and carbon fibers have historically found themselves at the landfills, several startups developed their technology processing. For example, carbon rivers, contracts with manufacturers of turbines and wind farms on the restoration of glass fibers, carbon fibers and resins from the dolls to produce new composites and resins used for the blades of the next generation, sea vessels, composite concrete and auto parts.

Veolia North American, a subsidiary of the French company Veolia Group, restores crushed blades and other composite materials that it sells cement producers as a replacement for coal, sand and clay. According to David Arauja, Veolia CEO Veolia.

The new Trump moratorium project is not the only obstacle to the wind industry. The President is conducting tariffs for imports, Especially 25% collection on steel and aluminumaffects US manufacturers in most sectors.

However, the wind “did a really good job of reducing geopolitical risks,” said John Hensley, senior vice -president and policy analysis in the American Pure Energy Association, a pure energy trading group. It cited a production base in the US, which includes hundreds of plants that produce details and components for turbines. Although some materials are imported, home production investments “provide some risks to these tariffs,” he said.

Among the head windows, the shore wind industry is trying to remain focused on the role that can play redirect in the meeting with In the country exponentially the demand for electricity is increasing. “We expect that between 2040 to 2040, it increased by 35% to 50%, which is simply incredible,” Hensley said. “It’s like adding a new Louisiana to the net every year for 15 years.”

General CEO Ge Vernova Scott Ridnik recently told Jim Cremer CNBC that the growth of the US electric load has been the largest since the industrial boom that followed the end of World War II. “You have to return to 1945 and at the end of World War II, this is the incorporation of the infrastructure we will have,” he said.

As manufacturers and wind equipment manufacturers continue to face the rise in capital costs for new projects, as well as the Trump administration against the cleaning of the energy industry, “” Repowering offers the way to deliver more electrons to the network so that the parties or at least minimize some issues related to all these issues. “