The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding across the globe. But the picture beneath those headline numbers is increasingly nuanced. Offshore developers are still grappling with supply chain bottlenecks, higher financing costs and policy uncertainty, even as governments accelerate deployment in the name of energy security and rising power demand. At the same time, Chinese manufacturers are rapidly expanding internationally, intensifying competition across global turbine markets. So where does the wind industry go next, and how are developers, manufacturers and governments adapting to a more competitive and fragmented market? On today’s show, Dana Perkins is joined by BloombergNEF’s head of wind research, Oliver Metcalfe, to discuss some of his team’s recent research including “Offshore Wind Market Outlook 1H 2026: New Era of Scale” and “Wind Turbine Orders in 2025: Chinese Firms Capture 34%.”

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:

Offshore Wind Market Outlook 1H 2026: New Era of Scale - https://www.bnef.com/insights/39491

Wind Turbine Orders in 2025: Chinese Firms Capture 34% - https://www.bnef.com/insights/39261

The wind industry is entering a new phase of scale. Offshore installations are set to surge in 2026 as a new generation of massive projects comes online, while onshore markets continue expanding across the globe. But the picture beneath those headline numbers is increasingly nuanced. Offshore developers are still grappling with supply chain bottlenecks, higher financing costs and policy uncertainty, even as governments accelerate deployment in the name of energy security and rising power demand. At the same time, Chinese manufacturers are rapidly expanding internationally, intensifying competition across global turbine markets. So where does the wind industry go next, and how are developers, manufacturers and governments adapting to a more competitive and fragmented market? On today&rsquo;s show, Dana Perkins is joined by BloombergNEF&rsquo;s head of wind research, Oliver Metcalfe, to discuss some of his team&rsquo;s recent research including &ldquo;Offshore Wind Market Outlook 1H 2026: New Era of Scale&rdquo; and &ldquo;Wind Turbine Orders in 2025: Chinese Firms Capture 34%.&rdquo;
Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF&lt;GO&gt; on the Bloomberg Terminal or on <a href="https://www.bnef.com/">bnef.com</a>
Links to research notes from this episode:
Offshore Wind Market Outlook 1H 2026: New Era of Scale - <a href="https://www.bnef.com/insights/39491">https://www.bnef.com/insights/39491</a>
Wind Turbine Orders in 2025: Chinese Firms Capture 34% - <a href="https://www.bnef.com/insights/39261">https://www.bnef.com/insights/39261</a>

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more, as told by BNEF analysts. Each week, Dana Perkins and Tom Rowlands-Rees sit down with BloombergNEF (BNEF) analysts to uncover the key findings and stories behind their latest research.

The future of energy, transport, sustainability and more from Bloomberg analysts

Switched On

Wind Power Expands as Competition Heats Up

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