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Global wind turbine order intake reached new highs in first half, with 70GW of activity, a 12% increase year-over-year, according to analysis from Wood Mackenzie.
A big driver of this activity was orders from outside of China, which saw more than 25GW of order demand for a 47% increase year-over-year through first half.
North America saw orders reach 7.7GW, more than quadrupling first half 2022’s total of 1.9GW, with two offshore orders accounting for 49% of the total.
China overwhelmingly remains the largest market, with 44GW of activity in the period, but demand was flat year-over-year.
In total, orders accounted for $25.3bn in second quarter, and $40.5bn in first half 2023.
“We’ve seen strong demand outside of China this year, which is really encouraging,” said vice president, global renewables research at Wood Mackenzie Luke Lewandowski.
He added: “Supply chain challenges remain, but conditions have improved enough to spark procurement decisions.
“Momentum from the Inflation Reduction Act in the U.S. has helped to motivate order activity, although increasing clarity and market certainty will drive an even larger volume.
“China’s intake continues to be incredibly impressive as well, even with activity remaining flat through the first half of the year.
“Demand in the global offshore market, particularly in the US and Europe, has been one of the main drivers of this growth.”
Offshore order intake increased 26% year-over-year in first half to a record 12GW of activity and 17% of all order capacity.
Quarterly, offshore order capacity was up 48% year-over-year, totaling a record 9.1GW.
The surge in offshore activity pushed Siemens Gamesa to the top spot in new order capacity across both the onshore and offshore sectors (5.9GW) in second quarter as it set an offshore intake quarterly record with its SG 14.X DD turbine.
Goldwind had the second highest amount of total order intake activity in second quarter (4.9GW).
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