Shell seeks exit from giant Scottish floating wind projects with Iberdrola: report

Oil giant said to be mulling latest move away from offshore wind

Shell CEO Wael Sawan.
Shell CEO Wael Sawan.Photo: Shell

Shell could sell its share in projects aiming to develop up to 5GW of floating wind off Scotland, according to reports.

The oil & gas supermajor is looking to divest its share of development activities underway in conjunction with global power giant Iberdrola that the pair secured in Scotland’s huge ScotWind leasing auction held in 2022, according to financial newswire Bloomberg citing unnamed sources.

If the split went ahead it would mark the latest throttling back by Shell of its ambitions in offshore wind and renewables more generally under CEO Wael Sawan, who has refocused the supermajor around its core operations.

Shell and Iberdrola’s ScottishPower unit signed the leases in April 2022 to kick start development of the 3GW Marray, located 75km off the coast in waters of some 100 metres, and the 2GW Campion, 100km out in depths of 77 metres.

The partners at that stage hailed the plans as a new global milestone for floating wind, but the sector has since been battered by the inflation and supply chain challenges that have afflicted the wider offshore wind industry.

Floating technology has been more exposed than fixed-bottom projects to the cost increases due to its far earlier stage of maturity, with analysts also pointing to big cost challenges to get the required poret infrastructure in place.

Since winning the ScotWind leases Shell has emphasised the need for offshore wind projects to meet strict profitability targets and fit into a wider integrated energy strategy.

It has already sold to partner Hexicon its majority share in the 1.2GW MunmuBaram floating wind project.
The change of emphasis was starkly illustrated by the 2023 departure of Thomas Brostrom, the former Orsted high-flyer who was recruited to lead Shell’s push into offshore wind. Other senior offshore wind executives have also left the company.
In March, Shell announced its exit from the SouthCoast Wind project off the US state of Massachusetts to joint venture partner Ocean Winds.
Shell declined to comment when contacted by Recharge. ScottishPower has been contacted for comment.
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Published 23 July 2024, 11:07Updated 23 July 2024, 11:13
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