Supply chains determine the rate at which a product can be delivered or installed. The timescale is ultimately determined by the longest component production timescale in the supply chain. The longer the supply chain, the higher the probability of being rate limited.

Wind Energy:
In simple terms, a wind turbine consists of a rotor that has wing shaped blades attached to a hub; a nacelle that houses a drivetrain consisting of a gearbox, connecting shafts, support bearings, the generator, plus other machinery; a tower; and ground-mounted electrical equipment.

Different vendors make different parts.

• Blades plus nose (Vestas)
• Generators (Detroit Retrofits)
• Nacelle + Gearboxes (Vestas, Siemes)
• Towers (contract to any Iron works)

Material required in the supply chain:

Some Observations:

• Turbine material usage is and will continue to be dominated by steel, but opportunities exist for introducing aluminum or other light weight composites, provided strength and fatigue requirements can be met.

• Elimination of the gearbox by using variable speed generators will increase through use of permanent magnetic generators on larger turbines increasing the need for magnetic materials.

• Simplification of the nacelle machinery may not only reduce costs, but also increase reliability. Currently, gearbox failure is the biggest problem for Wind Turbines.

• Blades are primarily made of GRP, which is expected to continue. Increased use of CFRP may help to reduce weight and cost.

• Prestressed concrete towers are likely to be used more, but will need a substantial amount of steel for reinforcement.

• Wind turbine component and materials manufacturing are major and expanding business opportunities for at least the next 20 years.

8 x 1.5 MW x 365 = 4400 MW per year (or a coal fired nameplate capacity replacement time of 100 years)

35% average growth is impressive but ultimately requires commensurate growth in all supply chain sectors.

The Demand Surge:

Cost Components:

Bottom line here is that Wind energy is driven by a materials supply chain which ultimately involves individual manufacturing sites and component integration.

In addition to supply chain considerations, there is the increasingly recognized importance of the Energy Payback Timescale.

This is the timescale over which the total supply chain energy of manufacturing is paid back by harvested energy from the device. This is a difficult calcuation to make but as it stands now.

• EPBT for Solar PV at best is 2.5 years: This depends primarily on average PV efficiency and average PV insolation

• EPBT for Wind Turbine is now at about 3-4 months: This depends mostly on turbine capacity. The energy required to make a 3 MW turbine is a lot less than 2 times the energy it takes to make a 1.5 MW wind turbine.

The Big bottom line here is that, in every way measureable, Wind is more scalable than Solar PV.