Uddrag fra Ørsted:
Offshore
Similar generation capacity (Q3 2024 generation capacity 5.2 GW, Q2 2025 of 5.4 GW). Near full contribution from Gode Wind 3 in Q3 2024; divested ~100 MW-stake in West of Duddon Sands in Q2 2025. Compensation for grid delay related to Borkum Riffgrund 3 in 2025.
Q3 2025 wind speeds below norm for our portfolio across July and August, September around norm
Q3 2024 wind speed average of 8.4 m/s, in line with Q3 norm (8.3 m/s)
In Q3 2024, net income from cancellation fees of DKK 5.1 bn related to changes in provision for Ocean Wind 1
Onshore
Installed capacity of 6.2 GW, up from 5.7 GW in Q3 2025, primarily due to completion of Sparta, Eleven Mile and Mockingbird during 2024 where all farm-downs were closed by Q1 2025.
Q3 2025 wind speed slightly below norm in July and August
In Q3 2024, wind speeds across the portfolio were 6.2 m/s vs. Q3 norm of 6.4 m/s
Bioenergy & Other
Structurally higher earnings in Q1+Q4 vs. Q2+Q3 due to seasonality
Other
FY 2025 guidance adjusted to DKK 24-27 bn, primarily driven by lower-than-expected wind speeds YTD (EBITDA-impact of DKK 1.2 bn)
Potential tariff impacts from prospectus: From current developments in trade policies in the US on 19 Aug 2025 and 21 Aug 2025, Ørsted is continuously assessing potential impacts on its business cases and as a result is estimating that impairment risks could potentially increase to the range of DKK 2.5 billion to DKK 3.0 billion for its Sunrise Wind and Revolution Wind.
