Goldman Sachs SELL

GS Utilities Daily Orsted files for 2 GW offshore wind park in Taiwan Germany opens consultation on Offshore grid plan

Aug 20, 20268 pages

From the report报告摘录Orsted Taiwan Wind: Geopolitical risk (Taiwan Strait) impacts supply chain/market access; 2 GW project scale (38km off Changhua, 91-143 turbines) critical for renewables fundamentals.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

Equity Research 20 August 2026 | 8:51AM CEST

GS Utilities Daily: Orsted files for 2 GW offshore wind park in Taiwan // Germany opens consultation on Offshore grid plan

Alberto Gandolfi | Goldman Sachs Bank Europe SE - Milan branch

Ajay Patel | Goldman Sachs International

Mafalda Pombeiro | Goldman Sachs International

Dhwani Khenwar | Goldman Sachs India SPL

Lawrence Lavizani | Goldman Sachs International

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to Analysts employed by non-US affiliates are not registered/qualified as research analysts with FINRA in the U.S.

Goldman Sachs GS Utilities Daily

Research you can’t miss from past two weeks RWE: Quantifying growing optionalities. We see much more to come

Siemens Energy: Raising EPS estimates post strong Q3 results

Vestas Wind Systems: Q2 points to a stronger profit picture, upgrading the EPS & shareholder returns outlook

UK Water Utilities: Re-Openers Draft Decision: More spend allowed but with limited in-period funding

Public Power Corp.: H1 2026 results: On track to meet FY guidance

Orsted files for 2 GW offshore wind park in Taiwan

Orsted has filed early paperwork for c.2 GW offshore wind project in the Taiwan Strait. The project, known as Dadu 2 will be 38km off the coast of Changhua County and would ultimately connect to Taipower’s substation in Changua. The proposal calls for an array with between 91 and 143 turbines, with initial plans for jacket foundations. Source: Renewables Now

Germany opens consultation on Offshore grid plan

The German Federal Maritime and Hydrographic Agency (BSH) has launched the development of an infrastructure areas plan for new offshore grid connections. The plan designates routes, route corridors and platform locations for offshore grid connection lines. Authorities have until September 21, 2026, and the public until October 19, 2026, to submit comments on the draft. Source: Renews

Germany registers 1.8 GW of solar additions in July

Germany added an estimated 1.8 GW of net solar capacity (up from 1.36 GW in June), bringing the cumulative solar capacity to more than 127 GW. The country commissioned almost 328 MW of onshore wind and c.117 MW of offshore wind capacity. Authorities approved 2 GW of new onshore wind projects during the month. Source: RenewablesNow

Other news Vestas’ EnVentus onshore wind platform has surpassed 15 GW of installed capacity worldwide, with more than 2,500 turbines operating across 26 countries. According to the company, the platform also has more than 24 GW in firm orders. (Renews)

UK Datacenter: An application has been filed for a 180 MW datacenter in East London. The total investment is estimated to be c. $1.4 bn. Construction could start in 2027/2028 and be completed as soon as 2028/2029. (Datacenterdynamics)

US clean energy finance market has continued its momentum into 2026 as clean energy and manufacturing capex is expected to reach $180 bn for full year 2026 and total tax credit monetisation to advance to $70 bn, according to market intelligence firm Crux. (Renewables Now)

Germany: The SuedLink electricity transmission line, a key energy infrastructure project

Read the full report + PDF阅读全文与 PDF

The full summary (4 key points) and the original Goldman Sachs PDF are for MastermindX Pro members. 完整摘要(4 个要点)与 Goldman Sachs 原始 PDF 为 MastermindX Pro 会员专享。

Read on MastermindX前往 MastermindX 阅读

Related institutional research相关机构研报

Not investment advice. MastermindX hosts third-party institutional research for reference and education; ratings and views are the authors', not ours. Browse the full Research Vault → 非投资建议。MastermindX 仅收录第三方机构研究,供参考与学习;其中评级与观点均属作者本人。浏览完整研报库 →