logo
episode-header-image
Feb 2025
30m 45s

Global Wind Market Shifts as Chinese Exp...

bloomberg
About this episode

Chinese wind turbine makers are expanding their global footprint at an impressive rate. Leading manufacturers like Goldwind, Envision, Mingyang and Windey are exporting their turbines at a significant discount to Western incumbents, undercutting their rivals and establishing themselves in developing economies and emerging markets. Yet while the volume of their orders has risen, significant barriers to entry remain, including low brand awareness, a limited track record outside of China and political risks that are raising red flags for buyers, lenders and insurers. So just how large is the threat these Chinese manufacturers pose to established Western companies? On today’s show, Tom Rowlands-Rees is joined by Oliver Metcalfe, BloombergNEF’s Head of Wind, to discuss the note “China Wind Turbine Export Update: Momentum Builds”.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

China Wind Turbine Export Update: Momentum Builds - https://www.bnef.com/insights/35671/view

See omnystudio.com/listener for privacy information.

Up next
Today
Deep Freeze Risk Raises Stakes for Europe’s Gas Supply
Winter is coming, and with it a rise in demand for natural gas. With growing liquified natural gas exports from the US now crossing the Atlantic and filling European storage, the continent looks to be well prepared for the coming winter. However, BloombergNEF weather analysts are ... Show More
28m 33s
Oct 1
Wired for the Future: Reinventing the US Power Grid
The US power grid is under mounting strain from aging infrastructure, slow interconnections and regional bottlenecks, while demand, complexity and variability are on the rise. Building a future-ready grid will require major investment, smarter infrastructure and policy reform. So ... Show More
36m 29s
Sep 24
How Data Centers Are Fueling a Global Copper Crunch
Copper is a cornerstone of the world’s infrastructure. From transportation to the energy transition to massive new data centers, demand for the metal is everywhere, and supply is feeling the crunch. Copper demand is forecast to outstrip supply by 6 million metric tons a year come ... Show More
29m 10s
Recommended Episodes
Apr 2025
Nvidia Chip Curbs Spur Market Caution; Chinese Suppliers Mock Tariffs on TikTok
Asian stocks edged lower and US equity-index futures dropped at the open as trade conflicts showed no signs of abating. Nvidia said the US put new restrictions on some chip exports to China. Contracts for the Nasdaq 100 fell more than 1.5% and S&P 500 futures retreated 1% after N ... Show More
22m 4s
Aug 28
How China’s Renewable Push Upends Geopolitics w/ Kate Mackenzie & Tim Sahay
Paris Marx is joined by Kate Mackenzie and Tim Sahay to discuss the geopolitics behind China’s investments in green tech and electrification, and how it presents the prospect of a new development model based on renewables instead of fossil fuels. Kate Mackenzie is an adjunct fell ... Show More
1h 1m
Apr 2025
The geopolitics of rare earth elements
China’s new export controls on rare earth elements (REEs) are a problem for EVs, renewables, and other industries that rely on the minerals, especially the permanent magnets they’re used in. The vast majority of the global supply chain is in China. Plus, Chinese companies control ... Show More
34m 24s
Jun 2024
The Biofuels Report: Asian UCO exports to US surge
With rising demand for sustainable aviation fuel and HVO or renewable diesel, the demand for feedstocks is surging. One feedstock is taking center stage, used cooking oil. Argus recently launched the EPA-compliant UCO fob China and EPA-compliant UCO fob Strait of Malacca price as ... Show More
6m 48s
May 2025
How prepared is China for a new trade war?
With tariffs of up to 145% on US imports from China, we take a look at how its playing out in the country. China’s leaders are downplaying the potential impact of the trade war - we speak to Chinese exporters and economists to find out what’s really happening and whether the coun ... Show More
17m 29s
Oct 2024
Affected by China Unwillingly and Unknowingly
Today's Post - https://bahnsen.co/4gJcvvo China's Market Shift and Economic Challenges In this episode of Dividend Cafe, David Bahnsen discusses recent developments concerning China's economy and market performance. Bahnsen highlights China's underperformance in comparison to the ... Show More
16m 56s
Feb 2025
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there. This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon. In this ep ... Show More
49m 45s
Mar 2025
Tariffs remain top of mind
Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer pa ... Show More
12m 27s
Oct 2020
Cotton Gets Caught up in Chinese Trade Tensions
Angus Gidley-Baird and Charlie Clack dissect the news that Chinese mills are being discouraged from purchasing Australian cotton. How has this announcement come about, what are the impacts, and how can the Australian cotton industry adapt if China is no longer a key customer? 
18m 30s
Oct 2023
What China’s Slowdown Means for the World
The world’s second-largest economy is slowing down. But are concerns overblown? What’s at risk for the global economy? How should policymakers react?The Wall Street Journal’s chief China correspondent, Lingling Wei; economist Adam Posen; and FP’s James Palmer join Ravi Agrawal to ... Show More
47m 7s