OERSTED WKN: A0NBLH ISIN: DK0060094928 Forum: Aktien Thema: Hauptdiskussion

Ørsted Sees Increased Risk of Delays on Two Offshore Wind Projects https://www.offshorewind.biz/2020/08/12/orsted-sees-increased-risk-of-delays-on-two-offshore-wind-projects/ Auch keine News, die es besser machen...

Halbjahresreport 2020: Starke Zahlen für Ørsted trotz COVID-19 https://orsted.de/presse-media/news/2020/08/orsted-halbjahresreport-2020 Liest sich erstmal nicht schlecht. Nach Blick in den Bericht sieht man aber z.B. in Q2 einen deutlichen Umsatzeinbruch von 16 auf 11 Milliarden im Vergleich zum Vorjahresquartal. Analysten gingen von einem moderaten Rückgang auf 14 Milliarden aus. Könnte mir vorstellen, dass daher die Reaktion am Markt gerade eher negativ ist.

Bin gespannt auf die morgigen Zahlen

Dann hat MS auf den aktuellen Kurs angepasst, knapp 90 € auf knapp 130€😁

Ausblick: Orsted zieht Bilanz zum abgelaufenen Quartal https://www.finanzen.at/nachrichten/aktien/ausblick-orsted-zieht-bilanz-zum-abgelaufenen-quartal-1029489922

Morgan Stanley erhöht das Kursziel für Ørsted um mehr als 50 Prozent https://borsen.dk/nyheder/investor/morgan-stanley-haever-kursmaal-for-orsted-med-over-50-pct

90 Millionen Euro investiert: Windkraft-Wasserstoff-Raffinerie geht an den Start von Tobias Stahl am 05.08.2020  gettyimages/senorcampesinoDie Energie zur Erzeugung des Wasserstoffs wird aus Windkraft gewonnen Das Bundesministerium für Wirtschaft und Energie (BMWi) gibt dem dem Wasserstoff-Windkraft-Projekt Westküste100 grünes Licht - und sagt Förderungen in Millionenhöhe zu. Ziel des Projektes ist es, schrittweise eine regionale Wasserstoffwirtschaft im industriellen Maßstab aufzubauen. Hinter dem Projekt Westküste100 steht ein Investitionsvolumen von insgesamt 89 Millionen Euro. Das bewilligte Fördervolumen zum Projektstart am 1. August 2020 beläuft sich auf 30 Millionen Euro. Im Juli vergangenen Jahres hatte das BMWi insgesamt 20 Gewinner des Ideenwettbewerbs "Reallabore der Energiewende" bekannt gegeben. Das Reallabor WESTKÜSTE100 ist nun das erste Wasserstoff-Projekt unter den ausgewählten Gewinnern, das vom Bundeswirtschaftsministeriums grünes Licht erhielt. Das Konsortium hinter dem Projekt setzt sich aus insgesamt zehn Partnern zusammen: EDF Deutschland, Holcim Deutschland, OGE, Ørsted Deutschland, Raffinerie Heide, Stadtwerke Heide, Thüga und thyssenkrupp Industrial Solutions, gemeinsam mit der Entwicklungsagentur Region Heide und der Fachhochschule Westküste. Ziel des Projekts ist es, grünen Wasserstoff zu produzieren, diesen im Gasnetz zu transportieren, in industriellen Prozessen zu nutzen und unterschiedliche Stoffkreisläufe innerhalb einer bestehenden Infrastruktur zu verzahnen. So soll unter realen Bedingungen die Dekarbonisierung von Industrie, Mobilität und Wärmemarkt getestet werden, alles unter dem übergeordneten Ziel "Klimaschutz", geht aus einer Pressemeldung des Konsortiums hervor.

Wasserstoff-Projekt "Westküste 100" erhält Bundesmittel 03.08.20, 09:59 BERLIN (Dow Jones) - Das schleswig-holsteinische Industrie-Netzwerk "Westküste 100" zur Erforschung von Wasserstofftechnologien erhält staatliche Förderung. Das Projekt sei als neues Reallabor der Energiewende an den Start gegangen, teilte das Bundeswirtschaftsministerium mit. Derartige hochinnovative Vorhaben würden Deutschland helfen, die Technologieführerschaft für das Thema Wasserstoff zu übernehmen, erklärte Wirtschaftsminister Peter Altmaier (CDU). "Das ist gut für die Region Westküste in Schleswig-Holstein und für den Technologiestandort Deutschland." Ziel von Westküste 100 ist es, die Erzeugung von Wasserstoff aus Ökostrom, die Speicherung und den Transport in einem System zu erforschen und im industriellen Maßstab demonstrieren. Beteiligt sind unter anderem die Industrial-Solutions-Sparte des Stahlherstellers Thyssenkrupp, der Stromerzeuger EDF Germany, der Zementhersteller Holcim Germany, der Gasnetzbetreiber Open Grid Europe (OGE), der weltgrößte Offshore-Produzent aus Dänemark, Örsted, die Raffinerie Heide und die Stadtwerke Heide. Die Bundesregierung hatte die Nationale Wasserstoffstrategie erst im Juni beschlossen. Kontakt zur Autorin: petra.sorge@wsj.com DJG/pso/mgo

Ja das ist schon sehr bedauerlich. Ich denke das das Konortium mit Eneco als holländische Wurzel und Shell mit Plan in die grüne Wasserstofferzeugung zu gehen, diesmal die besseren Karten hatte. Aber don't worry da tun sich noch gnügend Chancen auf. OFFSHORE is weltweit das Konzept für Co2 freie Energien und vor allem grünen Wasserstoff. Potential bis unter's Dach.

Shell-Eneco Consortium Wins Hollandse Kust (Noord) Tender The CrossWind consortium has beaten several other bidders, including Ørsted. https://www.offshorewind.biz/2020/07/29/breaking-shell-eneco-consortium-wins-hollandse-kust-noord-tender/ Mist, auf die Ausschreibung hatte ich gehofft.

https://www.faz.net/aktuell/wirtschaft/klima-energie-und-umwelt/nature-energy-offshore-windkraft-ohne-subventionen-16878614.html

Ørsted recruiting for Greater Changhua projects  By: Tom Russell In: Windfarms  14/07/2020  Ørsted Image source: Ørsted Ørsted has announced that it will start recruiting offshore wind farm operation and maintenance engineers for the Greater Changhua offshore wind farm in Taiwan. The company has a total of 25 positions available and is looking for technicians to support high-voltage equipment operation and maintenance, offshore wind farm facility maintenance, and wind turbine repair. The maintenance team is to be ready for action before the first quarter of 2021. After receiving complete training, technicians will be engaged in the operation and maintenance the wind farm from 2022. Candidates must have professional backgrounds in fields such as motors and machinery. In addition, Ørsted is looking for good physical fitness and the willingness to work at sea and high altitude. The new operation and maintenance engineers need to have fluent English skills and good communication skills to undergo international operation and maintenance training courses. Ørsted is developing four offshore wind sites within the Greater Changhua site off Taiwan. With a potential 2.4GW capacity, the sites are expected to be capable of powering 2.8 million homes in Taiwan. This includes Greater Changhua 1 and 2a which are located between 35 and 60 kilometres off the west coast of Changhua County, Taiwan. They will consist of 111 Siemens Gamesa SG 8.0-67 DD offshore wind turbines, each with a capacity of 8 MW. Expected to be operational in 2022, the wind farms will have a combined capacity of of approximately 900MW, enough to supply around 1 million Taiwanese households with green power. Greater Changhua 2b & 4 will be located adjacent to the 900 MW Greater Changhua 1 & 2a offshore wind farm, which Ørsted is currently constructing the 920 MW Greater Changhua 2b & Greater Changhua 4 offshore wind farms. With the current grid construction timeline, the projects are expected to secure grid access in late 2025. Ørsted expects to generate the first power from both projects shortly thereafter and to fully commission the wind farm in 2026. Ørsted has a global offshore wind portfolio of exceeding 7 GW, making it one of the largest offshore wind developers in the market. Headquartered in Denmark, Ørsted employs 6,600 people. Ørsted's shares are listed on Nasdaq Copenhagen (Orsted) and in 2019, the group's revenue was DKK 67.8 billion (EUR 9.1 billion). By 2022, it aims to expand its offshore wind capacity to 9.9 GW, with projects in the US, Taiwan and across Europe (in Denmark, Germany, the UK and the Netherlands).

New York issues massive renewable energy solicitation  By: Tom Russell In: Windfarms  22/07/2020  New York State Image source: Andrew Cuomo by Pat Arnow Governor Andrew M. Cuomo has announced the largest combined clean energy solicitations ever issued in the U.S., seeking up to 4,000 MW of renewable energy. This includes New York's second offshore wind solicitation which seeks up to 2,500 MW of projects, the largest in the nation's history. The offshore wind solicitation includes a multi-port strategy and requirement for offshore wind generators to partner with any of the 11 prequalified New York ports to stage, construct, manufacture key components, or coordinate operations and maintenance activities. This solicitation has the potential to bring New York State halfway toward its goal of 9,000 MW of offshore wind by 2035 and meet Governor Cuomo's climate and environment goals under the Climate Leadership and Community Protection Act. Funding for port investments will include $400 million in both public and private funding. The New York State Energy Research and Development Authority (NYSERDA) will accept offshore wind bids between 400 MW and up to 2,500 MW.   In addition to the offshore wind solicitation, the Governor also announced the issuance by NYSERDA and NYPA of the largest ever coordinated solicitations for land based large-scale renewable energy projects by a U.S. state, under the State's ambitious Clean Energy Standard. Together, the combined solicitations from NYSERDA and NYPA seek to procure over 1,500 MW of clean, renewable energy, enough to power nearly 500,000 homes. Applicable land-based projects selected will be fast-tracked to construction under legislation passed in the budget to accelerate renewable energy siting to ensure the projects are developed responsibly and quickly so the state meets its CLCPA mandate. Amid the ongoing COVID-19 pandemic, the solicitations, combined with a competitive multi-port funding opportunity are expected to spur approximately $7 billion in direct investments and to create approximately 4,500 short and long-term jobs at, which Cuomo claims will help to jumpstart and drive economic growth in New York State. The solicitations prioritise hiring in Environmental Justice Areas and benefits to Disadvantaged Communities in line with the state's new climate law.   In aggregate, the offshore wind, port infrastructure, and land-based renewable trifecta of solicitations seek to procure approximately 12 million MWh, enough to power over 1.5 million homes annually. Cuomo claims that together, taking  into account the value of avoided carbon emissions, these solicitations are expected to deliver a combined $3 billion in net benefits over the 20 to 25 year life of the projects. "During one of the most challenging years New York has ever faced, we remain laser-focused on implementing our nation-leading climate plan and growing our clean energy economy, not only to bring significant economic benefits and jobs to the state, but to quickly attack climate change at its source by reducing our emissions." Governor Cuomo said. "With these record-breaking solicitations for renewable energy and new port infrastructure, New York continues to lead the way with the most ambitious Green New Deal in the nation, creating a future fuelled by clean, renewable energy sources." The announcement follows last year's solicitation, which resulted in nearly 1,700 MW of offshore wind awarded. NYSERDA selected Sunrise Wind, a 50-50 partnership between Ørsted and Eversource, and Equinor's Empire Wind project.

New Jersey sets out strategic plan for offshore wind  By: James Bernthal-Hooker In: Windfarms  22/07/2020  New Jersey BPU Image source: Ramboll for the New Jersey BPU The state of New Jersey, on the east coast of the United States, has set out its strategy to achieve 7.5 GW of offshore wind by 2035. The new strategy document outlines future procurements and details steps in a plan to realize the wind’s deployment. The Offshore Wind Strategic Plan (OWSP) incorporates scientific studies and data, state agency input, industry expertise, and stakeholder input. The Governor of New Jersey, Phil Murphy, described the plan as “a critical blueprint that will guide us toward our goal of 7,500 megawatts of offshore wind power by 2035 and help us achieve 100 percent clean energy by 2050.” In addition to its 2018 solicitation, for 1.1 GW, the state is planning five offshore wind Requests for Proposals (RFP), as follows: - RFP 2 in 2020 (for 1.2 GW, operational by 2026) - RFP 3 in 2022 (for 1.2 GW, operational by 2029) - RFP 4 in 2024 (for 1.2 GW, operational by 2031) - RFP 5 in 2026 (for 1.4 GW, operational by 2033) - RFP 6 in 2028 (for 1.6 GW, operational by 2035) As part of the OWSP, 12,500 square miles of the Atlantic Ocean, east of the state and ranging from areas off Long Island to Maryland, were evaluated. The study area includes the majority of leased areas and some planned future areas in the New York Bight. There are five “critical” areas of study in the OWSP: - Environmental and natural resource protection - Commercial and recreational fisheries - Supply chain and workforce development - Ports and harbours - Energy markets and transmission For each topic, the OWSP describes its strategic importance, includes a summary of stakeholder outreach, conveys current studies and findings, and outlines “specific recommendations for successful offshore wind development.” In particular, the plan calls for additional studies into fisheries, grid connection, and ports. Last year, the BPU announced the winner of its 2018 solicitation for 1.1 GW. Danish offshore wind giant Ørsted secured rights to the site with the Ocean Wind project with support from New Jersey utility company Public Service Enterprise Group (PSEG). Located off the coast of Atlantic City, the project is poised to be New Jersey’s first commercial scale offshore wind farm. Subject to its final investment decision, the wind farm is expected to be completed by 2024. Joseph L. Fiordaliso, President of the New Jersey Board of Public Utilities said of the plan: “Offshore wind represents a once-in-a-generation opportunity for New Jersey. By investing in this renewable resource we can provide jobs, clean energy, and millions of dollars in economic activity for our state. The new Offshore Wind Strategic Plan is a comprehensive roadmap for achieving Governor Murphy’s goal of 7,500 megawatts of installed capacity by 2035 and ensures we are working toward the best value for New Jersey ratepayers.”

European Commission looks to offshore renewables  By: Tom Russell In: Windfarms  17/07/2020  European Commission Image source: 4C Offshore As part of the European Green Deal, the European Commission identified the importance of agreeing a new approach for exploiting Europe’s offshore renewable energy potential in a sustainable and inclusive way. The revised Commission Work Programme confirmed that a European offshore renewable energy strategy would be published before the end of 2020, aimed at giving a strategic direction for the ambitious development and integration of this type of energy by 2030 and 2050. In preparation for this new initiative, the Commission has published a Roadmap outlining the different parts of this process – and has opened a four week period for public feedback on this roadmap. The Commission has also opened a broader public consultation about different elements that this initiative will cover. The aim is to gather views and input on the concepts from a broad range of stakeholders, ranging from national, regional and local authorities to businesses, unions, civil society organisations, education organisations, consumer groups, research and innovation organisations, as well as individual citizens. The consultation will be open for 10 weeks.  The broad aim of the initiative is to make it easier for the different forms of offshore renewable energy – notably offshore wind, but also tidal and ocean energy – to be developed. Given the potential for creating growth and jobs in the offshore renewables sector, the initiative was identified as crucial for boosting investments and future EU-wide deployment of offshore renewables, as recognised by the EU package for recovery from the COVID-19 crisis, building on the “Next Generation EU” instrument. Several elements will be covered by the initiative aiming at future actions to scale up offshore renewable generation, distribution and use in view of reaching climate neutrality by 2050. The scope of the strategy covers all European seas (North Sea, Baltic Sea, Mediterranean Sea and Black Sea) and the Atlantic Ocean. Feedback on the roadimap is open until 13 August 2020 with feedback on the public consultation is open until 24 September 2020.

Ørsted launches fund to support Taiwan suppliers  By: Tom Russell In: Windfarms  23/07/2020  Ørsted Image source: Ørsted Ørsted has launched of the Offshore Wind Industrial Development Fund, aiming to support Taiwanese suppliers to ramp up their technological capabilities and nurture local talents. The program, fully funded by Ørsted with a total amount of NTD 60 million, will be managed and executed by the Metal Industries Research & Development Centre (MIRDC) over the next 18 months. The aim is to ensure resources are in place for the local supply chain to strengthen professional techniques and competence, mend the skills gap and talent shortage, and drive a healthy development of offshore wind industry in Taiwan. Christy Wang, General Manager of Ørsted in Taiwan, said: “Ørsted is dedicated to promoting the development of offshore wind value chain in Taiwan. On the one hand, we are providing full support to cultivate Tier 1 suppliers of the Greater Changhua 1 & 2a Offshore Wind Farms, helping new local suppliers speed up their learning curve and overcome challenges in meeting new industrial standards of the offshore wind sector. “On the other hand, we are making additional efforts to support local companies interested in becoming sub-tier suppliers of the offshore wind supply chain. The industrial development fund ensures resources are provided to potential sub-suppliers to ramp up their technologies and standards as well as train local staff in these companies to successfully enter offshore wind and create a favorable environment for the overall industrial development.” The fund has two stated objectives: - Firstly, to nurture local offshore wind professionals through funding local companies to send their employees for high-level welding and Global Wind Organization safety trainings. - Secondly, to boost localization of offshore wind technologies through offering each successful applicant company with a maximum of NTD 5 million to help them cross the technological threshold and become suppliers for offshore wind construction or for O&M products and services, thus furthering local offshore wind capabilities. MIRDC is scheduled to hold an information session on 7th of August in Changhua County’s Forte Hotel with another two to take place in Taipei and Kaohsiung to give more details on the application procedures and review process. Interested local companies may apply to the fund starting from 7th of August. Applications for talent trainings will be reviewed upon request until 7th of August 2021 2021, subject to fund availability, while applications for technology localisation will be reviewed altogether after the submission deadline on 30th September this year. The review panel is comprised of experts from Ørsted, offshore wind industry and the academics. MIRDC will first review all applications then the review panel will convene. Members of the review panel may request an onsite visit to the applicant companies as deemed necessary. Ørsted is developing four offshore wind sites within the Greater Changhua site off Taiwan. With a potential 2.4 GW capacity, the sites are expected to be capable of powering 2.8 million homes in Taiwan. The projects include Greater Changhua 1 and 2a, located between 35 and 60 kilometres off the west coast of Changhua County, Taiwan. They will consist of 111 Siemens Gamesa SG 8.0-67 DD offshore wind turbines, each with a capacity of 8 MW. Expected to be operational in 2022, the wind farms will have a combined capacity of of approximately 900 MW, enough to supply around 1 million Taiwanese households with green power. Greater Changhua 2b & 4 will be located adjacent to the 900 MW Greater Changhua 1 & 2a offshore wind farms, which Ørsted is currently constructing the 920 MW Greater Changhua 2b & Greater Changhua 4 offshore wind farms. With the current grid construction timeline, the projects are expected to secure grid access in late 2025. Ørsted expects to generate the first power from both projects shortly thereafter and to fully commission the wind farm in 2026. The company is also recently supported the construction of the the Formosa 1 offshore wind farm, off the coast of Taiwan. Formosa 1 is located around 6 kilometres off the west coast of the Miaoli district in the Taiwan Strait and is owned by Formosa 1 Wind Power Co. Ltd., a partnership of Orsted (35%), JERA (32.5%), Macquarie Capital (25%) and Swancor Holding (7.5%). Phase 1 of the project consists of includes two Siemens 4 MW demonstration turbines, which were installed in 2016, making this the first offshore wind project in Taiwanese waters. Phase 2 saw the addition of a further 20 Siemens Gamesa SWT-6.0-154 turbines, with a total output of 120 MW. Phase 2 started commercial operation on 27 December 2019. Ørsted has a global offshore wind portfolio of exceeding 7 GW, making it one of the largest offshore wind developers in the market. Headquartered in Denmark, Ørsted employs 6,600 people. Ørsted's shares are listed on Nasdaq Copenhagen (Orsted) and in 2019, the group's revenue was DKK 67.8 billion (EUR 9.1 billion). By 2022, it aims to expand its offshore wind capacity to 9.9 GW, with projects in the US, Taiwan and across Europe (in Denmark, Germany, the UK and the Netherlands).