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Expert Interview

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Discussing companies like GEV, Vestas, and Siemens and the impact of Trump’s offshore wind executive order to pause development

Ticker(s): GE, SMNEY, VWDRY

Who's the expert?

Institution: WSP Inc.

  • PM for multiple offshore wind substations in the USA. Ensure compliance with US regulation and conformance with the Licensed Professional Engineer requirements. Coordinating European designed and built projects.
  • "Very comfortable discussing Offshore Winds. I'm familiar with most developers, current constraints in the market and issues to enter the US market"

Interview Goal
Discussing companies like GEV, Vestas, and Siemens and the impact of Trump’s offshore wind executive order to pause development. including the following:

  • Industry implications of Trump’s executive order to pause offshore wind in federal waters.
  • Implications of the executive order on GE Vernova, Siemens, and Vestas?
  • How will companies react to the executive order?
  • Will industry be better off given the loss making status of current projects?
  • Will accelerated permitting under energy emergency be positive for GE Vernova’s gas and electrification segments?

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Reason

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