MENA wind is becoming an industrial policy story.
In our reading, five months ago MENA wind was still mostly about how cheap the electrons could be priced. Today the conversation is shifting to who manufactures the towers, who casts the blades, and where the factory sits.
Three signals make the case.
Al Yamamah Steel signed an SAR 126 million contract with EPC contractor SEPCO3 to supply steel wind towers for the 700 MW Yanbu wind farm.
Mawarid Turbine signed in January for a wind turbine manufacturing and assembly plant in Duqm SEZ. Phase 1 valued at about RO70 million, covering turbine components and blades, with 800 to 1,000 MW expected annual production capacity.
Egypt’s Ministry resumed talks with Sany Group on May 4 to build its first wind turbine factory in country, tied to a 2,000 MW project pipeline. We read it as the same playbook copied across three wind markets.
We consider cost competitiveness settled. The next contest is whether the next gigawatts get built with imported steel and Chinese turbines, or whether each country starts shipping components out of its own ports.
Prediction: Before end of 2027, the first wind tower exported from MENA will leave Yanbu or Duqm bound for an East African or Central Asian project. The MENA wind story stops being about cost and starts being about supply chains.
Which country gets to the export milestone first?
