Vestas -alles andere als flügellahm
UpWind Solutions is pleased to announce it has signed a multi-site service contract with Berkshire Hathaway Energy and its subsidiaries MidAmerican Energy Co. and PacifiCorp, to provide maintenance services for 1.75 GW of GE 1.5 S & SLE turbines across 15 sites located in Iowa, Wyoming, and Oregon....UpWind Solutions was acquired by Vestas in December 2015, in recognition that customers are increasingly demanding a life-time fleetwide service provider that can maximize performance across a variety of turbine models.
https://www.vestas.com/en/media/news.aspx#!company-news
Damit liegen die Service-Aufträge in 2016
heute schon bei 3.2 GW .
In den Jahren 2014 + 2015 waren`s grade
mal 0.6 GW - jeweils im ganzen Jahr .
Donnerwetter
Gespräche wurden bereits Anfang April geführt laut Daily News Egypt.
http://enterprise.press/stories/2016/05/24/...w-wind-farms-next-week/
Bisher wurden Offshore Windparks stark bekämpft. Aber so langsam schein die da drüben zu kapieren, dass sich damit dick Kohle machen lässt.
Das Potential ist riesig!!
so schreibt heute Ritzau Finans im Hinblick auf die PTT-Verlängerung und zitiert David Hardy, den Vizedirektor für Verkauf in Nordamerika auf der Tagung der AWEA in New Orleans ,der in den nachsten 15 Jahren eine Vervierfachung auf 20% Anteil für möglich hält
http://www.euroinvestor.com/community/...p;threadid=374068&mode=2
4 dobling over 15 år - Ritzau:
24. maj 2016 17.28
Vestas-dir: USA-vindenergi har kurs mod firedobling over 15 år
Vindmøller dækkede sidste år knap 5 pct. af den amerikanske elektricitetsefterspørgsel, men den andel har kurs mod at blive firedoblet over de næste 15 år.
Det sagde David Hardy, som er senior vicedirektør for salg hos Vestas i Nordamerika, i forbindelse med den officielle åbning tirsdag af den amerikanske vindmølleforenings, AWEAs, vindmøllekonference i New Orleans.
- Denne nye kilde til efterspørgsel er meget vigtig. Og sammen med den historiske femårige forlængelse af PTC-ordningen, den efterfølgende guidance fra Internal Revenue Service og de potentielle vækstmuligheder fra EPAs Clean Power Plan kan det firedoble amerikansk vindenergi over de næste 15 år og dermed realisere det amerikanske energiministeriums Wind Vision om 20 pct. vind, sagde David Hardy.
EPA står for Environmental Protection Agency og er en amerikansk myndighed med ansvar for miljøbeskyttelse.
/ritzau/FINANS
With strong installation and under construction numbers, as well as new technological advances, 2016 is already building off last year’s success.
Wind by the numbers
520 megawatts (MW) of new capacity came online during 2016’s first quarter, bringing the country ever-so close to 75 gigawatts (GW) of total installed capacity. In all, there’s now enough wind energy in the U.S. to power 20 million American homes.
And there’s more of the way. Over 10 GW of new wind power is currently under construction, and another 5.1 GW are in the advanced stages of development.
40 states plus Puerto Rico, and for the first time Guam, now have utility-scale wind projects.During the year’s first three months, new wind projects came online in New Mexico, Iowa, Utah, Ohio and Oklahoma.....
http://www.aweablog.org/u-s-wind-power-starts-strong-in-2016/
Vestas has been selected as preferred turbine supplier and EPC contractor for a 600MW wind project in southern Laos.
The decision came from Thailand-based developer Impact Electrons Siam (IES) which aims to see the Monsoon Wind Power Project completed in 2020.
With an estimated cost of $1.5bn, the project will be the Asean (Association of Southeast Asian Nations) region’s largest wind farm, and the first wind development in Laos.....
The project would be sited over an area of 68,000 hectares in Sekong and Attapeu provinces, with the developer expecting to supply power to other regional nations.
The project’s development dates back to 2012 when Impact Energy Asia (IEA) — a subsidiary of IES — signed a Memorandum of Understanding with the Laos government, a deal firmed up last year.
http://www.rechargenews.com/wind/1433562/...lanned-as-regions-biggest
- 38-Tageslinie bei 60,08 €
- runde Chartmarke mit 60 €
- 100 Tageslinie bei 59,93 €
und dazu noch sehr gut gelaunte Gesamtmärkte.
Eigentlich müsste Vestas längst bei mindestens 70 € stehen und stattdessen dümpelte die Aktie schon fast ewig lang recht lustlos so vor sich hin und das trotz nun wirklich erstklassigen Fundamentals.
Optionen
| Boardmail an "ulm000" |
Wertpapier: Vestas Wind Systems AS |
Die Handelsbank dazu via Euroinvestor
....Alle die auf der Tagung anwesend waren,hatten die Erwartung,dass im amerikanischen Markt in den nächsten vier Jahren jährlich zwischen 8-10 GW installiert werden insgesamt ca 45 GW, das heisst jährlich 10%. Im letzten Jahr hat Vestas 3GW installiert und wir glauben,dass Vestas diese Niveau einhalten kann, da Kunden mit einem zuverlässigen Qualitätslieferanten wie Vestas Aufträge einholen und finanzieren können. Der amerikanische Markt wächst kräftig trotz des niedrigen Naturgaspreises teilweise auch wegen der verlängerten PTC Abschreibungen. Wenn diese 2023 auslaufen wird, wird die Windenergie locker auf den freien Markt mit Sonne und Naturgas konkurrieren können ....
http://www.euroinvestor.com/community/...p;threadid=374236&mode=2
dank mortendrost
(Bloomberg) -- Vestas Wind Systems A/S is revising its forecasts after a U.S. decision on tax credits for renewable energy companies bolstered its position in the world’s largest economy.
“Right now we, as well as our clients, are very active and looking into the new conditions,” Chief Executive Officer Anders Runevad said in an interview in western Denmark on Thursday. The decision to extend the current tax credit framework by five years is “incredibly positive,” while a subsequent clarification by the Internal Revenue Service means the outlook is “more favorable than what was probably projected,” he said.
The shares rose as much as 2.5 percent after trading 0.7 percent lower at the open in Copenhagen. The gain added 3.3 billion kroner ($500 million) to the market value of the world’s largest wind-turbine maker.
Bloomberg Intelligence estimates that about 41.3 percent of Vestas’s revenue last year came from the Americas. “Now, we’re eying a stable market in the U.S. for a considerable future,” Runevad said. “Until 2020 we’re looking at a very good and stable market which we haven’t had at all previously.”
Vestas will probably wait until after the second quarter to comment on the full effect of the U.S. tax credit decision, Runevad said.
“We’re first and foremost going to look at what we think of the market volume and then we don’t comment on orders until they’re firm,” he said. There is a chance Vestas will be ready to give its updated comment on the market in its second-quarter report, “and if not then in the third quarter,” he said.
Vestas can confirm that Vattenfall and MHI Vestas Offshore Wind have entered into a conditional agreement regarding delivery of the V164-8.0 MW turbine for the 400 MW Horns Rev 3 project in Denmark.
If and when the project translates into a firm and unconditional order, Vestas will disclose a company announcement about this.
..
https://www.vestas.com/en/media/news.aspx#!company-news
dieser Link funktioniert
With reference to Vestas Wind Systems A/S’ company announcement No. 20/2016 of 31 May 2016, Parc éolien Nicolas-Riou S.E.C., a limited partnership owner at 50% by EDF EN Canada Inc, a subsidiary of EDF Energies Nouvelles, and at 50% by the community partners Énergie Éolienne Bas-Saint-Laurent (ÉÉBSL) and the Régie intermunicipale de l’énergie Gaspésie-Îles-de-la-Madeleine (RIEGÎM), has placed a firm and unconditional order for 65 V117-3.45 MW turbines, to be deployed at the Nicolas Riou wind project in Québec, Canada. When complete, this order will take the installed capacity of V117-3.3/3.45 MW turbines globally across the 800 MW mark. The order comprises supply and commissioning of the wind turbines as well as a 10-year Active Output Management (AOM) 5000 service agreement, which is a full-scope service package to maximize uptime, performance and energy production.
Link # 1265
Turbine delivery is expected to begin in Q2 2017 with final commissioning scheduled for Q4 2017.
http://www.be24.at/blog/entry/704570/...egt-ordentlich-los/fullstory/
Barclays hält die deutsche Absprache für postiv und dass die Aussischten in USA bis 2020 stark sind .Ausserdem seien die eltzten Projekte mit 1GW in Norwegen,1,4GW in Vietnam und 4 GW in Ägypten ein generell postiver Trend .Barclays sieht auch keine erwähnenswerte Konkurrenz in China
http://www.euroinvestor.com/community/...hreadid=374425&pagenum=3
Bericht Kilde; Ringkjøbing Landbobank
MHI Vestas Offshore Wind has received an order from EDF Energy Renewables for five V164-8.0 MW turbines to be installed at the 41.5 MW Blyth Offshore Demonstrator Project.
The V164-8.0 MW turbines – rated with a capacity of 8MW – have been optimised for the project, utilising a power mode to be able to deliver a maximum output of 8.3MW.
http://www.finanznachrichten.de/...rding-agreement-in-the-usa-252.htm
Da die Auslieferung der ersten Turbinen noch 2016 erfolgt, sollte der Auftrag bald in den Büchern stehen.
Vestas has been informed that MidAmerican Energy Company has filed a notice with the Iowa Utilities Board highlighting an agreement between Vestas and MidAmerican Energy Company with a potential of up to 2,000 MW in the USA.Vestas can confirm that Vestas has entered into a conditional agreement with MidAmerican Energy Company (“MidAmerican”) to supply up to 1,000 V110-2.0 MW wind turbines for MidAmerican’s 2,000 MW Wind XI project in Iowa, which is still pending approval from the Iowa Utilities Board (IUB).
In addition, the conditional agreement includes exclusivity provisions for Vestas to supply 100 percent of MidAmerican’s 2016 PTC Safe Harbor components.
The conditional agreement comprises supply and commissioning of the wind turbines as well as a 5-year Active Output Management (AOM) 4000 service agreement with options to extend for up to 10 years. Pending the IUB approval, delivery and commissioning of the turbines will occur from 2016 to 2019.