Vestas lifts full-year outlook after Q2 profit surge

Vestas lifted its full-year guidance after Q2 results showed profits surging and turbine order intake climbing 67% year on year, per Renews.biz. The upgrade signals improving margin discipline at the Danish OEM.

Enercon adds to the positive manufacturer picture: the German turbine maker's order books are filled through 2028 and it has returned to profit, per Recharge News. Together, the two results point to a tightening supply pipeline for European onshore wind through the late 2020s.

On the generation side, two unplanned nuclear events are worth flagging for dispatch modellers. Reuters reported that jellyfish ingestion forced the shutdown of three reactors at a French nuclear plant. Separately, per Reuters, a Romanian reactor at a Danube-cooled facility may shut as river levels fall. Neither event comes with a confirmed megawatt figure in the source material, but both add short-term downside to European baseload availability.