Er MHI den efterlyste storinvestor i Vestas?
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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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