TL;DR
The helium and specialized steel shortages from the Hormuz closure are threatening to delay European offshore wind installations by six to twelve months.
MSM Perspective
The Financial Times reported the delays as a supply chain story in its energy section.
X Perspective
X's energy transition community noted the irony: the war that makes renewables more urgent is also delaying the renewables that would reduce war vulnerability.
The European Wind Energy Association warned on Friday that helium shortages and disrupted steel supply chains from the Hormuz closure could delay offshore wind installations across the North Sea, Baltic Sea, and Atlantic by six to twelve months. Helium is required for non-destructive weld testing on turbine foundations. Specialty steel for monopile foundations is manufactured in the UAE and shipped through the strait. [1]
The war that makes renewable energy more urgent is simultaneously delaying the infrastructure that would reduce dependence on the chokepoint the war closed.
-- DARA OSEI, London