全行业长期市场计划:漂浮式海上风电——携手培育尚待成长的产业


全行业长期市场计划:漂浮式海上风电——携手培育尚待成长的产业

SMM FLOATING OFFSHORE WIND: BUILDING TOGETHER A MARKET THAT STILL NEEDS TO GROW

The wind energy market is growing. And it must, in order to meet climate goals. It is estimated that approximately 80% of the global offshore wind potential is located in water depths greater than 60–80 meters. In these locations, ‘fixed’ wind turbines are not technically or economically feasible. Therefore, investment in floating wind is necessary. To achieve this, the commercialization of floating wind must be realized.

为达成全球气候目标,风电市场的持续发展是必然趋势。据统计,全球约80%的海上风能资源分布在水深60至80米以上的海域,这类海域无法建设技术可行、经济划算的固定式海上风电机组。在此背景下,加大漂浮式海上风电投资、推动该产业商业化落地,成为海上风电发展的必然方向。

Floating wind: Dutch opportunities in the United Kingdom. There are at least eighty Dutch companies involved in products and services that are (or can be) used in floating offshore wind (FOW). This is evident from an inventory by Maritime & Offshore NL. The Dutch North Sea is not deep enough to realize floating wind. Therefore, floating wind-related services and products from the Netherlands are purely for export. The United Kingdom is the country expected to deploy the largest amount of FOW technology. This creates significant opportunities for collaboration, contracts, and export. Within the United Kingdom, there are clear political ambitions and support programs. Consortia are currently being formed and early projects are being launched. To further develop the Dutch offshore sector in floating offshore wind, the United Kingdom is a player that must remain a focus.

漂浮式风电为荷兰企业开拓英国市场带来巨大机遇。荷兰海事与海洋工程协会的调研数据显示,荷兰现有至少80家企业可提供漂浮式海上风电配套产品与服务。受本土北海海域水深条件限制,荷兰无法开展漂浮式风电项目建设,其相关产业链产品和服务全部面向出口市场。英国是全球规划漂浮式风电装机规模最大的国家,出台了明确的产业发展目标与扶持政策,目前正积极组建产业联盟、落地示范项目,为荷兰企业提供了广阔的合作、接单和出口空间,也是荷兰深耕漂浮式风电海外市场的核心重点区域。

To maintain and expand this focus, a sector-wide multi-year market (SMM) has been launched. An SMM is a public-private multi-year program aimed at a specific, international market. It has a maximum duration of three years. To explore the potential of floating offshore wind within the framework of a public-private partnership, market research was conducted over the past year. This research shows that the export potential for Dutch companies within FOW installation projects in the United Kingdom realistically varies from approximately €80 million to over €200 million up to and including 2030. After 2030, this will increase substantially. These figures also incorporate the necessary port developments related to floating wind. The Dutch sector has extensive experience and expertise in offshore wind. Because an SMM is sector-wide, all parties within the sector can be involved in this market vision. In this way, the collaboration has a positive effect on as large a part of the Dutch floating offshore wind industry as possible. As part of the market exploration, Maritime & Offshore NL, in collaboration with RVO NL Branding, has created an infographic featuring the companies known to us that are active in floating offshore wind in various fields.

为持续深耕英国核心市场,荷兰推出为期最长三年的全行业长期市场计划(SMM),这是一项政企联动、定向开拓单一国际市场的中长期专项计划。去年,荷兰依托政企合作模式开展专项市场调研,结果显示,2030年前荷兰企业参与英国漂浮式风电安装项目的出口潜力约8000万至2亿欧元,2030年后出口规模将大幅提升,该数据涵盖漂浮式风电配套港口建设相关业务。荷兰拥有成熟的海上风电工程技术与丰富实操经验,而全行业覆盖的SMM计划可吸纳全产业链主体参与市场布局,最大限度带动本土漂浮式风电产业协同发展。此次市场调研中,荷兰海事与海洋工程协会联合荷兰企业局,梳理汇总了各细分领域的本土优质风电企业资源。

An SMM is aimed at continuity, focus, and coordination. Through this collaboration, we can open doors that would otherwise remain closed and focus more strongly on leveraging the earning potential of the Netherlands in this promising market. It also provides companies with insight into when investing is actually worthwhile. The sector as a whole becomes more visible in an international environment. However, what the sector does and can do also becomes more visible nationally. All things considered, there are still many snags regarding floating offshore wind. What is clear is that its development is crucial for a sustainable, viable future. And Dutch parties are ready for it. Through the sector-wide multi-year market approach focused on the United Kingdom, opportunities are seized, risks are shared, and the sector can work step by step towards the commercialization of floating offshore wind. It lays the foundation for long-term involvement in projects in the United Kingdom, the leader in this field. This SMM is a necessary step for the Dutch industry to remain relevant in the field of floating offshore wind.

SMM计划的核心价值在于保障产业发展的持续性、市场聚焦性和资源协同性。依托政企协同模式,荷兰企业能够突破单一主体发展的局限,深度挖掘漂浮式风电市场的盈利潜力,精准把控投资节奏、规避无效投入,同时全面提升荷兰风电产业的国际知名度与国内认可度。目前,漂浮式海上风电产业仍存在诸多发展难题,但仍是未来可持续能源体系不可或缺的核心板块,荷兰产业链企业已做好全面布局准备。依托聚焦英国市场的SMM计划,荷兰行业抱团抢抓机遇、共担风险,稳步推进漂浮式风电商业化进程,为本土企业长期参与全球标杆性英国风电项目筑牢根基,也是荷兰稳固自身在全球漂浮式风电领域竞争力的关键举措。

(PR-Maritime & Offshore)(来源:荷兰海事与海洋工程协会官方新闻稿)