Offshore wind broker dashboard
2026 installation demand is largely allocated. Origination priority is the 2027–28 German, Dutch, Polish and selected UK campaign set.
| Signal | Current read | Commercial meaning | Broker posture |
|---|---|---|---|
| 2026 install activity | MOSTLY ALLOCATED | Named WTIV / CLV / SOV spreads dominate current campaigns | Work residual support, guard, CTV and feeder gaps |
| Open campaign years | 2027-2028 | WTIV, CSOV, SOV and cable packages remain unallocated | Originate before hull allocations crystallise |
| Fleet additions | 3 orders / 10 deliveries | Delivery wave supports activity but much capacity is tied to work | Do not treat deliveries as prompt availability |
| Rate visibility | RNR / no reliable public strip | Wind pricing remains bilateral and package-specific | Qualify scope, port, duration and technical fit before price |
Origination campaigns
Where hull allocations are still open and what to target.
DEME/Havfram WTIV hull allocation plus CSOV/SOV
60 x 15 MW turbine installation not named
WTG T&I, array/export and SOV open; FID pending
FOW jackup lot and Cadeler balance not hull-allocated
Havfram/DEME newbuild hull not named
Cadeler M-class hull and jacket spread not named
Residual Jones Act feeder, CTV, guard and barge demand
QUIET. HOUSE WRITE PATH Sheets MCP. No new FID, install-window change, named WTIV/SOV/CSOV/CTV/CLV/guard/barge fixture, or dated unnamed SOV/CTV/cable package after 15 Sep close. Skips: VOS Traveller/SPR EA2&3 Ports Europe+Baird reprints (Fixtures already 15 Sep; Named Fixtures still HELD Delivery/Redelivery); Gennaker FC press reprints; Cadeler Wind Ace Infomarine 16 Sep = yard delivery 17 Jul 2026 reprint (EA2 T&I firm 2024, works 2027); Acta Gemini Sofia commence (31 Aug, pre-window); RWE/Masdar German 2027 auction MoU (11 Sep, not FID); Morgan/Morecambe transmission DCO (14 Sep, grid not farm FID); Dieppe–Le Tréport Vole au vent own plant; North Star SOV financing; Mona stake; Boskalis Windpiper Baltyk own plant; DEME Windanker/Norse Energi own plant; Seaway7 Formosa 4 contractor; DOF unnamed floating T&I (no client/project/window/hull). No REQUIREMENT/CHARTER/Vessel Demand email.
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