2Anno·

Wind power plant expansion in Germany


I have just come from a lecture on building law in which the new Wind Energy Area Requirements Act (WindBG), which will come into force on February 1, 2023, was presented.

This was launched by the Ministry of Economics and has the goal that by the end of 2032 2% of the state's land area in Germany should be used for wind turbines (WEA) on a mandatory basis.

This is regulated individually for each federal state and depends on the area of the state (Table: Contribution parameters).

The current ACTUAL value is unfortunately difficult to determine, as the areas are individually regulated, unfortunately I have not found anything reliable.


From a documentation of the Bundestag from 6.8.2022 shows that according to the Energy Watch Group by 2030 23.903 WTGs will be needed. For this purpose 11.140 new + renewed turbines will be needed.

However, according to the German Wind Energy Association the number of wind turbines depends on many factors, such as the size of the area or the layout of the site. These go in a calculation of a total of approx. 35.000 new WTGs with higher rated power.



Now I asked myself in the lecture which companies there are in the industry and above all which are listed on the stock exchange. (With regard to the expansion in DE)

Spontaneously I thought of Vestas Wind $VWS (-7,45%) of which I have already seen several turbines.


Which companies come to your mind?

Have you already dealt with the topic?


I would be happy about an exciting exchange!



Sources:



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9 Commenti

immagine del profilo
I can think of Encavis $ECV. Their CFO is also a regular guest on echtgeld.tv and always reports very transparently there.
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immagine del profilo
@LexInvest Thanks, I'll take a look at that! 🙏🏻
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immagine del profilo
The construction of a WTG is currently not profitable (e.g. discontinuation of EEG). The top OEM's would be Siemens Gamesa (catastrophic currently), Vestas & GE.
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immagine del profilo
@Shiba Good info! Not currently, but that would mean that we could currently buy cheap, right?
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immagine del profilo
@lasse_ndf Difficult to give an exact outlook. I was in the industry for years and also know the major OEM's. Personal opinion, the margins are decreasing more and more and are equal to the classic construction industry (very little) or already have. In addition, the following is becoming more critical/costly -> The general development of WTGs. At that time it was said "oh we can't do 140m", in the report it goes up to more than 160m (by the way, we arrived there a long time ago, I tend to 180m), the turbines/rotors have more and more rated power, but the costs are immense (production, logisitics/transport and finally the installation -> You won't get the number of turbines with the height mentioned there installed in your life, because the technical availability is not there at all). But in total, my personal opinion 🤷‍♂️
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2Anno
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immagine del profilo
@dibinvest this one: $SGRE
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immagine del profilo
Nordex and RWE not forgotten ✌🏻
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immagine del profilo
I am invested in this wind farm myself, unfortunately I was still without significant investment experience at the time and have participated because many from family, friends and acquaintances have also invested. So far I can not complain, because reliably 12% dividend was distributed.
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