Episode Details

Allen covers four US offshore wind projects winning injunctions to resume construction, including major updates from Dominion Energy’s Coastal Virginia project. Plus Ming Yang’s proposed UK manufacturing facility faces security review delays, Seaway 7 lands the Gennaker contract in Germany, and Taiwan’s Fengmiao project hits a milestone.

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Happy Monday everyone!

Four offshore wind projects have secured preliminary injunctions blocking the Trump administration’s stop-work order.

Dominion Energy’s Coastal Virginia Offshore Wind.

Avangrid’s Vineyard Wind 1.

Equinor’s Empire Wind.

And Ørsted’s Revolution Wind.

All four argued they were at critical stages of construction.

The courts agreed.

Work has resumed.

A fifth project… Ørsted’s Sunrise Wind… has a hearing scheduled for today.

Now… within days of getting back to work… milestones are being reached.

Dominion Energy reported seventy-one percent completion on Coastal Virginia.

The first turbine… installed in January.

The Charybdis… America’s only U.S.-flagged wind turbine installation vessel… is finally at work. Fifty-four towers, thirty nacelles, and twenty-six blade sets now staged at Portsmouth Marine Terminal. The third offshore substation has arrived.

But here is where the numbers tell the real story.

The month-long delay fighting the Bureau of Ocean Energy Management?

Two hundred twenty-eight million dollars.

New tariffs?

Another five hundred eighty million.

The project budget now stands at eleven-point-five billion dollars.

Nine-point-three billion already invested by end of 2025.

Dominion and partner Stonepeak are sharing the cost.

Dominion insists offshore wind remains the fastest and most economical way to deliver nearly three gigawatts to Virginia’s grid.

A grid that powers military installations… naval shipbuilding… and America’s growing AI and cyber capabilities.

First power expected this quarter.

Full completion… now pushed to early 2027.

Up in New England… Vineyard Wind 1 also