BASF plans to secure more gigascale offshore wind from Vattenfall for giant German chemicals site

Chemicals giant in final talks with Swedish utility to buy 49% in 1.6GW Nordlicht 1 and 2 projects in North Sea amid sector crisis due to high energy prices

BASF CEO Martin Brudermüller (l) and Vattenfall CEO Anna Borg (r).
BASF CEO Martin Brudermüller (l) and Vattenfall CEO Anna Borg (r).Foto: Vattenfall

BASF once more plans to buy into North Sea offshore wind to power its Ludwigshafen complex, the chemical giant’s largest production site worldwide.

The company is in ‘advanced and exclusive discussions’ to buy 49% of Vattenfall’s Nordlicht 1 and 2 sites that are slated to have a joint capacity of 1.61GW when they enter production in 2028. Signing the transaction is expected in the first half of next year, with a final investment decision on the projects seen in 2025, and a construction start in 2026.

The 980MW Nordlicht 1 and the 630MW Nordlicht 2 sites are located 85 kilometres north of the German North Sea Island of Borkum. They are expected to jointly produce about 6TWh per year, equal to the power consumption of 1.6 million German households. Vattenfall will use its share of the electricity to supply its German customers, while BASF plans to use its part to decarbonise chemical production sites across Europe.

“For our transformation to Net Zero, we need large quantities of renewable electric power at competitive prices,” BASF CEO Martin Brudermüller said.

“Together with our long-standing partner Vattenfall, we want this project to be another milestone in securing sufficient renewable electric power for BASF in Europe, in Germany, and Ludwigshafen, our largest production site worldwide.”

Streamcracker at BASF chemicals site in Ludwigshafen, Germany.Foto: BASF SE

Germany’s chemicals industry has suffered from steeply falling revenues and production this year and last, as the energy crisis triggered by the invasion of Ukraine has undermined its previous business model based on cheap piped gas and power from Russia.

It is already the second time BASF plans to acquire a stake in one of Vattenfall’s wind farms. The chemicals firm 2021 had already bought nearly a quarter of the recently inaugurated 1.5GW Hollandse Kust South wind farm in the Netherlands and has said it will use electricity from it to decarbonise Belgian chemicals assets.
The company has also closed a large corporate power purchase agreement for electricity from Orsted's 900MW Borkum Riffgrund 3 array in order to power its chemical sites.

“Wind energy is crucial to enable the fossil freedom that drives society forward. And a close collaboration with industries is just as crucial for accelerating the energy transition,” Vattenfall CEO Anna Borg said.

“I’m proud that Nordlicht 1 and 2 will provide German customers with fossil-free electricity as well as contribute to the decarbonisation of industry in Europe.”

While driving forward the decarbonisation of at least part of his company’s production, BASF chief Brudermüller recently stirred a controversy when telling a German newspaper that Chinese offshore wind turbines were ‘cheaper and better’ than those of their European rivals.
Vattenfall had gained the rights to build the Nordlicht projects by using its ‘step-in rights’ in the German tendering system and snapping them away from auction winner RWE, as the Nordic utility had pre-developed those zones in earlier years.

When starting regular offshore wind tenders under a centralised system in 2021, Germany introduced a legal entry right for companies that had spent huge sums developing an area but still didn't win with them in previous auctions exclusively for pre-developed zones.

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Published 5 December 2023, 10:00Updated 5 December 2023, 10:00
EuropeGermanyBASFVattenfall