Er MHI den efterlyste storinvestor i Vestas?
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Hej Hjulmand.
Først vil jeg sige 'et godt indlæg'.
Med OS mener du vel off-shore?
Og netop jeg, som har klandret Vestas for at spilde en masse penge på teknologi som ikke virker og er dårligt gennemtestet. Jeg har jo nok, som vanlig, været forkert ude i.o.m. MHI er interesseret i netop Vestas teknologi. Jeg accepterer at have taget fejl, men har svært ved at se hvad denne Vestas teknologi er? Kan du eller andre kommentere på hvilken teknologi det er, at MHI ønsker? I argumentationen for MHI's interesse nævnes det kommende Nordsø eventyr - hvorfor er Repower så ikke en rigtigere løsning for MHI. -
Hej cykling.
Mit indlæg var nok lidt af en prøveballon, for at se om Vestas havde noget guld gemt i form af teknologi. Alle er enige om at Vestas ikke er med i første kapitel af Nordsø eventyret ( UK round 3); Siemens ta'r revl og krat. Vestas er og forbliver ved designerboarded, men jeg kan forstå du har bedre info vedr. V164 projektet. Men, derfor er det vel relevant at spørge om hvorfor Repower ikke er mere egnet som partner til MHI. Repower er tysk og Tyskland skal da skrue skoene specielt på for at erstatte den udgående atomenergi. Ergo er det i mine øjne en bedre match. http://www.rechargenews.com/energy/wind/article306702.ece -
Her en kopi af af Ben Backwell's Green Street tanker.
(MHI) proceed without a hitch.
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Let's also imagine that this results in the Japanese company taking a stake of 20% or more in the world's top turbine manufacturer through a private placement, and the formation of some kind of joint venture for the offshore wind sector. What kind of Vestas would we see as result?
A 20% stake - or even 15% - would be enough to make MHI by far the biggest single shareholder in Vestas and assure strong board representation. Chairman Bert Nordberg said last week: "Vestas is Danish, and shall remain a Danish company listed on the Danish stock exchange."
However, buying a strategic stake would put MHI firmly in the driving seat, analysts point out. It would be hard to prevent a full acquisition if the Japanese like what they see.
In financial terms, MHI's entry into Vestas would provide a cash injection of €200m ($251m) - or more given that the Danish firm's shares have been rising since news of the talks emerged - and effectively end fears over its ability to survive its current troubles.
At the close of its fiscal first quarter this year, Mitsubishi declared assets of nearly ¥4trn ($50.8bn), with steady sales from a diversified series of businesses - including shipbuilding, aerospace, defence, industrial and conventional-, nuclear- and renewable-power equipment. So, to continue with our imagining, a whole new Vestas could emerge from a deal.
Would it have capacity for the outsourcing of wind turbine components (as chief executive Ditlev Engel mentioned recently)? You got it. Research and development resources from aerospace and other sectors? You got it. Installation vessels for massive Round 3 offshore wind projects and financial guarantees to back-up warranties? You got it.
Potential advantages go both ways. Japan's government is finally getting serious about wind power, and MHI is under pressure to deliver the country's first offshore wind farm pilots. But the company's expansion abroad has been crippled by the ongoing patent disputes with GE in the US.
Vestas, with its top-notch turbine portfolio and experience in design and marketing, could make the problem go away.
It is early days yet, and much depends on how much importance Vestas is given in MHI's corporate headquarters.
But if the talks result in success, Vestas-Mitsubishi would take some stopping.
Ben Backwell's Green Street column gives Recharge readers a behind-the-scenes view of markets and corporate strategy.
Ben Backwell
Published: Thursday, August 30 2012 -
Som du sikkert har læst har MHI også problemer i US.Der skrives også om at MHI har ambitioner om at blive en væsentlig aktør inden for vind.Så selvfølgelig er de interesseret.Jeg kan bare ikke se hvordan aftalen kan skrues sammen så begge parter kan forsvare den i deres bagland ( deres aktionærer )
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I har formentlig set denne:
http://www.business.dk/green/vestas-kan-hjaelpe-mitsubishi-i-usaSom der står, vil en aftale kunne afhjælpe problemet med overkapacitet i USA til næste år p.gr.a. en sen forlængelse af PTC.
Klip:
"Vestas har imidlertid rigelig kapacitet i USA, der kunne bruges til at forsyne Mitsubishis kunder med møller med Vestas-teknologi, så Mitsubishi slipper ud af patentproblemerne.»I Vestas er man fuldt bevidst om, hvad man kan tilbyde japanerne i USA. Mitsubishi har kunder i USA, de ikke kan levere til. Her kunne man via et samarbejde med Vestas tilbyde de samme kunder en Vestas-mølle, hvis ry er bedre. Det ville både sikre Mitsubishi en fortsat plads på et marked, alle er enige om på sigt bliver helt afgørende, ligesom det ville give Vestas mulighed for at kunne udnytte en overkapacitet på de amerikanske fabrikker,« siger en kilde i Vestas om perspektiverne for et samarbejde med Mitsubishi i USA."
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Taber Vestas de rumænske ordre til Siemens or Alstrom?
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Hej McCarthy,
Ja, ja. Dovenskab:-)OS er off-shore.
Jeg tænker, at den teknologi alle, også MHI jagter, er kvalitetsmøller der holder vind. Det er vel kombinationen af den række patenter der gør Vestas til verdens største?
Jeg forholder mig til, at Vestas er bagud når der er tale om off-shore, lige nu. Men det er vel bl.a. det de prøver at arbejde med, ved en evt. kommende aftale med MHI. Hvad skal de ellers med HMI? Som jeg skriver først, så tror jeg ikke det er penge, for så lå der en aftale nu. Jeg kan kun se logik i et samarbejde, hvis Vestas kan få udviklingstempo, udviklingsmidler og faciliteter til at fremskynde V164.
Faktisk tror jeg ikke det er vigtigt, hvorvidt Vestas når med i det ene eller det andet projekt. Nøglen ligger i udviklingen af et flydefundament der kan bære V164. Den kombination åbner rigtig mange muligheder. Men gerne i 2013-2014. -
Gearkasser går måske fri af den Brasilianske embargo.
Kan det påvirke Vestas/mitsubishi.Gearboxes likely to escape Brazilian local-content rules
The Brazilian development bank, BNDES, is targeting the assembly of wind turbine nacelles as part of its moves to increase locally made content, but is unlikely to include gearboxes in the directive.
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Recharge reported last week that the bank, which wants manufacturers to fully assemble turbine hubs in Brazil with immediate effect, is also looking to bring nacelle production into the equation in the longer term.
But analysts argue that Brazil's turbine industry lacks the scale to attract gearbox makers, and that there is already a global oversupply of manufacturing capacity.
MAKE Consulting analyst Brian Gaylord says: "There's such overcapacity in other markets that manufacturers really don't have the appetite to open new factories."
He adds that there are only a handful of global gearbox manufacturers, and factories are expensive to build. "You could probably build a business case for it but you still want to be sure the market's going to be sustainable."
Gaylord says that a long vetting process for a local supply chain is required. "You've got to make sure you have suppliers and good steel is being used."
Suzlon Brazil chief executive Arthur Lavieri estimates that gearbox producers need to sell 4,000-6,000 units a year, and states: "I don't think there is the scale in Brazil." But he says his company has told the bank it can be assembling nacelles in Brazil within two years.
Suzlon has a Brazilian local-content level of 66.5%, including 120-metre concrete towers, and expects to get close to 70% soon. "Importing the nacelle parts is no problem," says Lavieri - assuming there is no national requirement within the nacelle.
GE, meanwhile, is already focusing on the possibility of making nacelles at a new facility in Bahia state, in anticipation of the bank's expected move.
The move is not altogether negative for wind equipment manufacturers, which are facing increasing costs for imported equipment due to currency fluctuations.
Christiana Sciaudone, São Paulo
Published: Thursday, August 30 2012
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