WIND POWERS AMERICA and Repo… · U.S. Wind Power Capacity Growth Quarterly U.S. Wind Power Capacity Installations 4 U.S. Annual and Cumulative Wind Power Capacity Growth 5 Wind

American Wind Energy Association | Wind Powers America Second Quarter 2020 Report | Public Version 120WIND POWERS AMERICASECOND QUARTER 2020 REPORT

American Wind Energy Association | Wind Powers America Second Quarter 2020 Report | Public Version 2

Table of ContentsSecond Quarter 2020 Highlights 3

U.S. Wind Power Capacity Growth

Quarterly U.S. Wind Power Capacity Installations 4

U.S. Annual and Cumulative Wind Power Capacity Growth 5

Wind Power Capacity Installations in 2Q 2020, by State 6

Operational Wind Power Capacity, by State 7

Wind Power Capacity Under Construction or in Advanced Development 8

Wind Power Capacity Under Construction 9

Wind Power Capacity Under Construction, by State Member Version Only

Wind Power Capacity in Advanced Development Member Version Only

Wind Power Capacity in Advanced Development, by State Member Version Only

Wind Power Capacity Under Construction or in Advanced Development, Top States Member Version Only

U.S. Offshore Wind Energy Activity

Second Quarter U.S. Offshore Wind Energy Activity Member Version Only

State Offshore Wind Procurement Member Version Only

Offshore Wind Power Under Construction or in Advanced Development Member Version Only

Wind Power Procurement Activity

Wind Power Capacity Offtake Status Member Version Only

Quarterly Wind Power Purchase Agreements Member Version Only

Map of Power Purchase Agreements Announced in 2020 Member Version Only

Mergers & Acquisition Activity Member Version Only

Wind Turbine Market Trends

Wind Turbine Manufacturer Market Member Version Only

Land-based Turbine Technology Trends Member Version Only

Appendices

Map of Projects Online in 2020, Under Construction, or in Advanced Development 23

Utility-Scale Wind Projects Completed in 2020 24

Utility-Scale Wind Projects Partially Repowered in 2020 Member Version Only

Utility-Scale Wind Projects Under Construction Member Version Only

Utility-Scale Wind Projects in Advanced Development Member Version Only

State Offshore Wind Solicitation Project Winners Member Version Only

2020 Power Purchase Agreements Member Version Only

2020 Project Acquisition Activity Member Version Only

2020 Electric Utility Renewable Energy Requests for Proposals (RFPs) Member Version Only


Second Quarter 2020 Highlights

2020 Wind Project Installations• The U.S. wind industry installed 2,546 MW of new wind power capacity in the second quarter of 2020, the highest second quarter on record. Additions

in the first half of the year total 4,367 MW, marking the highest first half for installations.

• Project owners commissioned 14 new projects across 9 states in the second quarter. Texas led with 810 MW installed, followed by Kansas (396 MW), Colorado (299 MW), Missouri (242 MW), and Nebraska (231 MW).

• There are now 109,919 MW of operating wind power capacity in the United States, with over 60,000 wind turbines operating across 41 states and two U.S. territories.

Wind Capacity Under Construction and in Advanced Development• Construction activity reached yet another record of 25,318 MW at the end of June 2020, with an additional 18,109 MW in advanced development.

The combined 43,628 MW represents a 4% year-over-year increase. Projects totaling 2,175 MW started construction and 1,341 MW entered advanced development in the second quarter.

• Offshore wind now represents 21% of the combined pipeline at 9,112 MW, after 804 MW entered advanced development in the second quarter.

• There are currently 13 states with over 1,000 MW under construction or advanced development. Federal waters now host 19% of the total development pipeline, followed by Texas (16%), Wyoming (10%), Oklahoma (8%), and New Mexico (5%).

• Despite the strong pipeline activity, wind project developers have reported challenges raising tax equity due to tightened tax equity supply amid the current economic environment.

Wind Power Procurement Activity • Power purchasers and developers reported 1,315 MW of new PPAs in the second quarter of 2020, bringing PPA activity in the first half of the year to

4,064 MW.

• Utilities accounted for 90% (1,185 MW) of second quarter PPA capacity, including Eversource Energy and United Illuminating Co’s contracts for the 804 MW Park City Wind offshore project.

• One corporate customer accounted for the remaining 130 MW of PPA announcements, as Verizon Communications purchased wind energy for the first time.

Turbine Technology Trends• GE Renewable Energy led turbine installations in the first half of 2020, capturing 63% of the market. Vestas ranked second with 19%, followed by

Siemens Gamesa Renewable Energy with 14% and Nordex USA with 3%.

• Average turbine capacities continue to increase, with 31% of turbines installed in the first half of the year rated over 3 MW.

• The majority of land-based projects in the pipeline that have reported turbine models are using turbines with a nameplate capacity between 2 MW and 2.9 MW, while 35% have selected turbines rated 3 MW or higher. The second quarter saw the first order in the U.S. for a turbine rated over 5 MW.


Quarterly U.S. Wind Power Capacity Installations

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

20202019201820172016201520142013201220112010

Win

d Po

wer

Cap

acity

(MW

)

539704 673

3,299

1,1181,0501,207

3,230

1,912

1,213

1,834

8,382

2 070

1,016

217

1Q

2Q

3Q

4Q

619419

3,603

333

1,661 1,603

4,998

520310

895

6,480

2,000

351534

4,125

406

626 612

5,945

841 899

1,927

5,465

1,821

2,546

• The U.S. wind industry commissioned 2,546 MW of wind power capacity in the second quarter of 2020, the highest second quarter on record.

• Wind capacity additions were up 151% in the first six months of 2020 compared to the same period last year. The vast majority of these projects had received turbine components and were well under-construction by the time COVID-induced lockdowns began to occur.

• Additions for the first half of 2020 totaled 4,367 MW, representing the highest first half for new wind installations.

Note: Chart represents new capacity installations only and does not include partial repowering capacity.


4,367

2,502

9,046

40,346

73,891

109,919

0

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2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020YTD

Cum

ulative Wind Pow

er Capacity (M

W)

Ann

ual W

ind

Pow

er C

apac

ity A

dditi

ons

(MW

)

Note: Utility-scale wind capacity includes installations of wind turbines larger than 100-kW for the purpose of the AWEA U.S. Wind Industry Quarterly Market Reports. Annual capacity additions and cumulative capacity may not always add up due to decommissioned and repowered wind capacity. Wind capacity data for each year is continuously updated as information changes.

U.S. Annual and Cumulative Wind Power Capacity Growth

0

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201820172016201520142013201220112010200920082007200620052004200320022001

Cumulative Capacity

Annual New Capacity Installations

1Q New Capacity Installations




4,195 4,6036,268 6,665

9,04611,512

16,765

25,135

35,128

40,344

46,777

60,065

Win

d Po

wer

Cap

acity

(MW

)

61,135

65,872

73,889

82,005

88,97390,551

Cumulative Capacity

• There are now 109,919 MW of wind energy operating in the United States, with over 60,000 wind turbines spinning across 41 states and two U.S. territories.

Annual Capacity Installations


Wind Power Capacity Installations in 2Q 2020, by State

RI CT

MA

HI

ALMS

AR

LA

GA

KYVA

NC

SC

FL

NV

MO242

IL IN

WI MI

NY

ME

MN205

KS396

TX810

AZ

CA CO299

DE

ID

MD

MT80

NE231

NH

NJ

SD

OH

OK

PA

UT

VT

OR

WA

WV56

AK

0 to 100 MW

>100 MW to 250 MW >250 MW to 500 MW >500 MW to 1,000 MW >1,000 MW

TN

GU

IA

ND

NM

PR

WY227

• Developers installed 14 new wind projects totaling 2,546 MW across 9 states during the second quarter of 2020.

• Texas led in second quarter installations with 810 MW, followed by Kansas (369 MW), Colorado (299 MW), Missouri (242 MW), and Nebraska (231 MW).

• West Virginia and Wyoming both saw their first new projects built since 2016.

• Year-to-date the industry has added 25 projects across 14 states totaling 4,367 MW. Texas leads in installations for the year (1,350 MW), followed by Iowa (461 MW) and Kansas (369 MW).


RI 75 CT 5

MA 120

HI206

ALMS

AR

LA

GA

KYVA

NC

SC

FL

NV152

MO1,201

IL5,659

IN2,317

WI746 MI

2,357

NY1,987

ME923

IA10,664

MN4,048

KS6,524

ND3,640

AZ268

CA5,871

CO4,062

DE 2

ID973

MD 191

MT880

NE2,364

NH 214

NJ 9

NM1,952

SD1,742

OH864

OK8,173

PA1,459

TN 29

TX30,217

UT391

VT 149

OR3,423

WA3,108

WV742

WY1,816

PR125

AK64

>0 to 500 MW

>500 to 1,000 MW >1,000 to 2,500 MW >5,000 to 10,000 MW >10,000 MW

GU<1

208

>2,500 to 5,000 MW

Operational Wind Power Capacity, by State

• Texas now has over 30 GW of operating wind power.

• Missouri passed 1,000 MW in the second quarter, making it the 20th state to join the “Gigawatt club.”

• Colorado and Minnesota both reached over 4,000 MW, with Colorado passing Minnesota to claim 7th in the state rankings.

• Nebraska jumped two spots in the rankings to 12th place, while Wyoming reclaimed 17th place.


• At the end of June 2020 there were 43,628 MW of wind power capacity in the near-term pipeline, including 25,318 MW under construction and 18,310 MW in advanced development. The total pipeline decreased slightly from the previous quarter but is up 4% year-over-year.

• Offshore wind now accounts for 21% (9,112 MW) of the pipeline after 804 MW entered advanced development in the second quarter.

• Despite disruptions from COVID-19, project developers announced 3,516 MW in combined new development activity in the second quarter of 2020, with projects totaling 2,175 MW starting construction and an additional 1,341 MW entering advanced development. However, new announcements were lower than the average of roughly 7,400 MW per quarter over the previous two years.

• Developers have reported challenges raising tax equity for projects in development. Tax equity supply is reported to be tight due to economic uncertainty, tighter lending standards, and more limited capital allocations. AWEA is pursuing direct pay provisions to alleviate this constraint.

Wind Power Capacity Under Construction or in Advanced Development

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2Q201Q204Q193Q192Q191Q194Q183Q182Q181Q184Q173Q172Q171Q174Q163Q162Q161Q16

Advanced Development End of QuarterUnder Construction End of Quarter

Combined Total

Construction and Advanced Development Activity Over Time

Win

d Po

wer

Cap

acity

(MW

)

39,08638,05637,857

35,000

28,731

33,512

25,819

29,634

23,977

21,34423,280

18,297

15,231

41,775

46,728

44,13644,441

43,628


Wind Power Capacity Under Construction

Note: Project developers self-report projects as under construction. The AWEA under construction definition is at the discretion of the project developer and may be different from the start construction definition under IRS Notices 2016-31 and 2017-04; projects are presumed to have taken steps to qualify for the PTC through safe harbor or physical construction.

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2Q201Q204Q193Q192Q191Q194Q183Q182Q181Q184Q173Q172Q171Q174Q163Q162Q161Q164Q153Q152Q151Q154Q143Q142Q141Q144Q133Q132Q131Q134Q123Q122Q121Q12

Win

d Po

wer

Cap

acity

(MW

)

Existing Capacity Under Construction New Capacity Under Construction Completed Capacity in Quarter

• Construction activity reached its latest record in the second quarter of 2020, with 25,318 MW of wind capacity under construction across the country.

• Construction activity increased 1% over the previous quarter as 2,175 MW started construction in the second quarter. Total wind capacity under construction is up 20% year-over-year.

• The majority of projects under construction are targeting 2020 completion, however, delays attributable to COVID-19 are impacting project schedules. In recognition of COVID-related challenges, the IRS issued Notice 2020-21, which provides a 5-year continuity for projects that started construction in 2016 or 2017.


Wind Power Capacity Under Construction, by State

Member Version Only


Wind Power Capacity in Advanced Development

Member Version Only


Wind Power Capacity in Advanced Development, by State

Member Version Only


Wind Power Capacity Under Construction or in Advanced Development, Top States

Member Version Only


Second Quarter U.S. Offshore Wind Energy Activity

Member Version Only


State Offshore Wind Procurement

Member Version Only


Offshore Wind Power Under Construction or in Advanced Development

Member Version Only


Wind Power Capacity Offtake Status

Member Version Only


Quarterly Wind Power Purchase Agreements

Member Version Only


Map of Power Purchase Agreements Signed in 2020

Member Version Only


Mergers & Acquisitions Activity

Member Version Only


Wind Turbine Manufacturer Market

Member Version Only


Land-based Turbine Technology Trends

Member Version Only


Map of Projects Online in 2020, Under Construction, or in Advanced Development

1 - 99 MW

100 - 199 MW

200 - 299 MW

300 - 399 MW

400 - 499 MW

500 - 3,000 MW

Project Capacity:

Projects Under Construction or in Advanced Development

Projects Online 1Q 2020 Projects Online 2Q 2020


Utility-Scale Wind Projects Completed in 2020

State Project Phase Name

Project Capacity (MW) Turbine OEM Turbine Model Project Developer(s) Project Owner(s) Power Purchaser(s)

First Quarter 2020

IA Arbor Hill 2019 (Wind XI) 60.40 Vestas V110-2.0;

V150-4.2 MidAmerican Energy MidAmerican Energy MidAmerican Energy Co

IA Golden Plains 199.82 GE Renewable Energy GE 2.3-116; GE 2.5-127

EDF Renewables; Interstate Power & Light Co Interstate Power & Light Co Interstate Power & Light Co

IA Whispering Willow North 201.26 GE Renewable Energy GE 2.3-116; GE 2.5-127 Interstate Power & Light Co Interstate Power & Light Co Interstate Power & Light Co

IL Cardinal Point 150.00 GE Renewable Energy GE 2.5-127 Capital Power Capital Power Hedge Contract-MISO (127.5 MW; Merchant (22.5 MW)

IL Otter Creek 158.20 Vestas V136-3.8; V126-3.45 Avangrid Renewables Avangrid Renewables T-Mobile

MI Polaris 168.60 GE Renewable Energy GE 2.3-116; GE 2.5-127 Invenergy DTE Energy The DTE Electric Company

OH Timber Road IV 126.00 Vestas V136-3.6; V150-4.2 EDP Renewables North America EDP Renewables North America Microsoft

SD Prevailing Wind 216.60 GE Renewable Energy GE 3.8-137 sPower sPower Basin Electric Power Cooperative

TX Hidalgo II 50.40 Vestas V136-3.6 EDP Renewables North America EDP Renewables North America Undisclosed

TX Peyton Creek 151.20 Nordex USA AW125/3150 RWE Renewables RWE Renewables Hedge Contract (ERCOT)

TX Sage Draw 338.40 GE Renewable Energy GE 2.82-127 Orsted Wind Power North America

Orsted Wind Power North America Exxon Mobil (250 MW)

Second Quarter 2020

CO Bronco Plains 299.36 GE Renewable Energy GE 2.3-116GE 2.8-127 NextEra Energy Resources NextEra Energy Resources Public Services Co of Colorado

KS East Fork 195.84 GE Renewable Energy GE 2.72-116 ENGIE North America ENGIE North AmericaAllianz Risk Transfer Inc (130 MW)Brown-Forman (30 MW)Hedge Contract (36 MW)

KS Reading Wind Facility 200.13 Siemens Gamesa Renewable Energy

G132-3.465; SWT-2.415-108 RES Americas Southern Power Royal Caribbean Cruise Lines

MN Blazing Star 1 200.00 Vestas V110-2.0; V120-2.0 Geronimo Energy Xcel Energy Northern States Power Co - MN

MN Rock County Wind Fuel Project 5.00 GE Renewable Energy GE 2.5-116 Juhl Energy Juhl Energy Gevo Inc

MO Tenaska Clear Creek Energy Center 242.00 Vestas V110-2.0; V120-

2.2 Tenaska Inc Tenaska IncBright Canyon Energy Associated Electric Coop

MT South Peak 79.90 GE Renewable EnergyGE 2.82-127; GE 2.3-116; GE 1.5-127

ALLETE Clean Energy ALLETE Clean Energy NorthWestern Energy - MT


Utility-Scale Wind Projects Completed in 2020

State Project Phase Name

Project Capacity (MW) Turbine OEM Turbine Model Project Developer(s) Project Owner(s) Power Purchaser(s)

NE Plum Creek 231.24 GE Renewable Energy GE 2.82-127 Orsted Onshore North America Orsted Onshore North AmericaThe J.M. Smucker Company (60 MW); Vali Resorts (90 MW); Avery Dennison

TX Heart of Texas 179.88 GE Renewable EnergyGE 2.5-127GE 2.72-116GE 2.82-127

Scout Clean Energy; Goldwind Americas; RES Americas Scout Clean Energy Allianz Risk Transfer

TX HIgh Lonesome Expansion 50.60 GE Renewable Energy GE 2.3-116

GE 2.7-116 Enel Green Power North America Enel Green Power North America Danone North America (20.6 MW)

TX Jumbo Hill 160.74 GE Renewable Energy GE 2.82-127 ENGIE North America ENGIE North America Allianz Risk Transfer (40 MW); ERCOT (30.74 MW)

TX Mesquite Star 418.90 Siemens Gamesa Renewable Energy G132-3.55 Clearway Energy Group Clearway Energy Group

Ecolab Inc. (100 MW); Brown University (8 MW); Cisco Systems (10 MW); Lowe’s ( 100 MW); Intuit

WV Beech Ridge II 56.20 GE Renewable Energy GE 2.72-116GE 2.82-127 Invenergy Invenergy; Southern Power Unknown

WY Roundhouse 226.56 GE Renewable Energy GE 2.3-116; GE 2.82-127

Enyo Renewable Energy; NextEra Energy Resources NextEra Energy Resources Platte River Power Authority


Partial Repowers Completed in 2020

Member Version Only


Utility-Scale Wind Power Projects Under Construction

Note: The AWEA under construction definition is at the discretion of the project developer and may be different from the start construction definition under IRS Notices 2016-31 and 2017-04.

Member Version Only




Member Version Only




Member Version Only




Member Version Only




Member Version Only




Member Version Only


Utility-Scale Wind Power Projects in Advanced Development

Note: AWEA defines a project as in advanced development if it has not yet started construction, but has either signed a PPA, announced a firm turbine order, or been announced to proceed under utility ownership.

Member Version Only




Member Version Only




Member Version Only


State Offshore Wind RFP Winners

Member Version Only


2020 Power Purchase Agreements

Member Version Only


2020 Project Acquisition Activity

Note: Data include operating project acquisitions, and do not include projects acquired either upon or prior to commercial operation. YieldCo drop-downs are not considered project acquisitions.

Member Version Only


Electric Utility Renewable Energy Requests for Proposals (RFPs)

Member Version Only


This Report is Powered by WindIQ

WindIQ is your comprehensive database of all online, under construction, and advanced development wind projects and wind-related manufacturing facilities in the United States, with interactive web

mapping features.

All current AWEA Business and Utility members can access WindIQ at www.awea.org/windiq or www.windiq.awea.org.

For additional AWEA industry data & analysis, please visit www.awea.org/marketreports where you can download previous versions of the Quarterly Market Reports and the latest Annual Market Report.

The Wind Powers America Second Quarter 2020 Report can be accessed at www.awea.org/2020marketreports.

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About the American Wind Energy AssociationAWEA is the national trade association for the U.S. wind industry, the

largest source of renewable energy in the country. We represent 1,000 member companies, 120,000 jobs in the U.S. economy, and a nationwide workforce located across all 50 states, AWEA serves as a powerful voice

for how wind works for America. Members include global leaders in wind power and energy development, turbine manufacturing, and component and service suppliers. They gather each year at the Western Hemisphere’s

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WIND POWERS AMERICA and Repo… · U.S. Wind Power Capacity Growth Quarterly U.S. Wind Power Capacity Installations 4 U.S. Annual and Cumulative Wind Power Capacity Growth 5 Wind