National Grid reveals $402m hit to sidelined New York Bight offshore wind project

The developer with partner RWE cited US market uncertainty to move to pause array on $1.1bn lease

National Grid serves 20 million electricity and natural gas customers in the US Northeast
National Grid serves 20 million electricity and natural gas customers in the US NortheastPhoto: National Grid

London-based utility National Grid booked a £303m ($402m) impairment on its Community Offshore Wind array to New York jointly owned with partner RWE that the developers paused due to “increased uncertainty” in the US market.

“Given current market conditions and increased uncertainty on the development timeline of Community Offshore Wind... we have reduced the scope of our development activities until there is greater certainty,” the company said in a statement.

Community had been bid into the state’s Round 5 before being sidelined. New York awarded it a 1.3GW offtake contract in 2023 that was subsequently cancelled early last year following OEM GE Vernova’s move to scrap its planned 18MW turbine.

The project is being developed on the joint venture (JV)’s New York Bight lease acquired in the blockbuster 2022 auction. The partners paid some $1.1bn for the 126,000-acre (510 sq. km) area 64 miles (103km) south of New York's coastline, the most ever for acreage in US offshore wind.

German energy giant RWE had already disclosed that it was reducing its risk to the US offshore wind market after the election of President Donald Trump.

Since taking office, Trump has exceeded expectations by not only freezing offshore wind leasing and permitting but putting existing projects up for review with the goal of termination or modification.

The highest profile casualty of Trump’s campaign against the sector so far is Equinor’s 810MW Empire Wind 1 that was stopped by Interior secretary Doug Burgum last month.

“Whilst there are longer term trends that give us confidence in the need for offshore wind generation in the north east, significant nearer term policy uncertainty has led us to recognise an accounting impairment,” the company revealed in its 2024/2025 financial results.

“Our focus remains on delivering efficient and required energy infrastructure that will lead to affordable, reliable energy for our customers,” it added.

National Grid is the latest developer to reveal multimillion dollar impairments on their US offshore wind investments. Shell and EDF separately booked impairments exceeding $940m on the Atlantic Shores array to New Jersey that was likewise a casualty of the Trump anti-wind crusade.
Orsted meanwhile has lost more than $5.5bn on its US offshore wind ventures.

National Grid serves electricity and natural gas to some 20 million people across New York and Massachusetts and is among three utilities struggling to finalise offshore wind power purchase agreements with Avangrid and Ocean Winds for Massachusetts.

The company posted an operating profit of £5.36bn for the year ending 31 March, a 12% annual increase, and remains committed to its plan to invest £60bn in energy networks by March 2029.

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Published 15 May 2025, 17:52Updated 20 May 2025, 07:35
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