Vestas Succeeds in US Despite Challenges

Vestas continues to make headwinds in the US, despite the current
administration's disdain for wind energy. Sign up now for Uptime
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show? Email us! Vestas is making headway in America.
Despite a president who has a dim view of their product.
Despite the administration halting offshore wind projects across
the country. Despite tariffs climbing over one hundred percent.
Vestas delivered more than sixty percent MORE to America in
the third quarter of this year. Vestas delivered ONSHORE wind
turbines. One point four gigawatts [GIG-uh-wahts]. Enough to power
more than four hundred thousand homes. Every third turbine they
delivered worldwide went to the US - that Danish wind turbine
manufacturer - has a chief executive named HENRIK ANDERSEN. VESTAS
Chief Executive HENRIK
ANDERSEN.Andersen said something
remarkable recently: "We are pleased with what we see." Now
you might wonder how. How does a wind company GROW when the White
House opposes wind turbines? How do orders INCREASE when the
administration halts offshore wind development? How does business
boom when tariffs make everything more expensive? Here's what
VESTAS figured out two decades ago. They built blade factories in
Colorado. Nacelle factories too. More than twelve hundred American
companies are in their supply chain. Creating jobs.
Creating trust. Creating roots too deep to pull up. And here's the
thing about electricity in America today: The demand is so HIGH -
from factories, from those hungry data centers powering artificial
intelligence - that customers will buy power REGARDLESS of tariffs.
As Andersen puts it: "Electricity is in such high demand that
orders will actually be fulfilled." Some customers ARE waiting for
clarity on those tariffs. VESTAS admits it would have gotten even
MORE orders without them. And yes, offshore wind orders? Zero. Not
a single megawatt in the third quarter. The administration saw to
that. Despite everything - the politics, the tariffs, the offshore
freeze - wind remains the most cost-effective electricity source
available. ONSHORE wind. Seven to nine percent annual growth
expected through twenty thirty. And VESTAS? They're so confident
they just announced a one hundred fifty million EURO share
buyback program. That's money they're returning to shareholders.
You don't do that unless you believe in what's coming next.
Twenty-five hundred megawatts ordered for the Americas in just one
quarter. The US and Germany - driving their order book right now.
Now Andersen won't predict WHEN all those waiting customers will
place their orders. "It's simply too difficult to predict," he
says. But he adds this: "We take the orders we can get" And there's
something else worth knowing. Those rising electricity prices
everyone's feeling? In parts of America, wholesale power costs
jumped as much as two hundred sixty-seven percent in just five
years. Baltimore. Los Angeles. Minneapolis. Cities far from data
centers paying more because the grid serves everyone. VESTAS is
betting that when power bills climb, wind becomes MORE attractive.
Not less. The cheapest electron wins. And right now, even WITH
tariffs, wind is delivering the most affordable power in America.
So while Washington halts offshore projects and debates
tariffs, this Danish company just keeps building ONSHORE. Keeps
hiring. Keeps delivering. One point four gigawatts at a time. The
administration froze offshore wind. But VESTAS found another way.