Coronavirus impact to the wind energy supply chain

With the arrival of Q2 2020, we remain in the grip of the coronavirus pandemic. The fog of war has descended upon the wind sector, with business uncertainty made manifest as market leaders such as GE and Vestas suspend their guidance for the close of 2020. Our continued coverage of the crisis involves a constant dialogue with wind industry leaders from across the value chain, and it is clear that turbine OEMs, their clients, and suppliers are focused on recovery and applying lessons learned from China’s lockdown emergence to other factories around the world where possible. This insight builds upon Wood Mackenzie’s ongoing weekly coverage of the coronavirus and focus on issues impacting the current supply chain situation.