GE dominates 1H US turbine market

General Electric dominated US wind turbine installations this year through June, partly on the strength of deliveries to cornerstone customers NextEra Energy and Invenergy.

Of 478 turbines totaling 835MW installed in the first half, all but 19 with 33.8MW came from GE, according to data compiled by the American Wind Energy Association (AWEA).

Developers installed 11 Vestas turbines totaling 18.8MW, five Siemens (11.5MW), one Gamesa (2MW), with minor vendors providing two turbines for 1.5MW.

GE has been the US market leader since acquiring bankrupt Enron’s wind turbine business in 2002.

By historical standards, first half wind installations were sluggish. The industry is emerging from another cyclical trough tied to uncertainty over whether the US Congress would extend the federal production tax credit.

It did in early 2013 with more favorable eligibility criteria that has firmed wind projects through 2015 and even into first quarter 2016 in some cases.

AWEA says that developers had more than 14.6GW of projects under construction on 30 June.

GE, which declines to discuss turbine delivery schedules or market outlook, has healthy order books until at least third quarter 2015. NextEra, its biggest customer, expects to place about 2GW of projects into commercial operation through next year in the US and Canada.

GE has also done well among developers in the booming Texas market, which accounts for 57% of wind capacity under construction nationwide.

Rival Vestas this year should reclaim its traditional number two ranking in the US market from Siemens. The Danish company has been on a roll in the past nine months with multiple orders and has been the other big winner for turbine orders thus far in Texas.

Siemens, the other member of the “Big Three” vendors in the US, will also be busy through 2015 on the strength of a huge 448 turbine, 1.05GW order from utility MidAmerican Energy in Iowa.

Other players include mid-sized Gamesa with orders from EDPR and Iberdrola, and Alstom and Nordex, with a minor presence going forward.