Downgraded, But Not Out: The Future of Offshore Wind
In this episode of PowerPod, host Dan Wiseman is joined by fellow TGS 4C analyst Jason Benchapongwimon to unpack the key takeaways from the latest Market Overview Report.
They examine why offshore wind has yet to fully recover from 2025’s global economic headwinds and ongoing geopolitical pressures, with developers growing more selective on capital allocation and only offtake auctions showing consistent success. The conversation covers the collective downgrade to the 2040 capacity outlook being driven by technology, infrastructure and supply-chain readiness rather than a single market cut…
The skinny
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