cross-posted from: https://sopuli.xyz/post/30659576
The headline is about China. But their second figure shows the situation outside of China:
Overall, the top five western OEMs represented 93% of the global volumes outside of China.
Out of these, only Genereal Electrics is Amercian. Vestas, Siemens Gamesa, Nordex, and Enercon are all EU-based.
This post suggests that the role of General Electrics decreased in 2024: https://www.linkedin.com/pulse/wl-106-top-10-wind-turbine-manufacturers-2024-windletter-66wuf/
Considering the experience they have lost through layoffs (mostly offshore, where they had put some of their best employees), I doubt GE manages to grow much without sacrificing their bottom line.