Core Viewpoint - The European offshore wind industry faces significant challenges in meeting energy security and decarbonization goals due to mismatches in regulations and infrastructure, which need to be addressed promptly [1][3]. Infrastructure Bottlenecks - The current infrastructure for offshore wind energy in Europe is lagging behind the planned capacity expansions, with a need for an additional investment of at least €24 billion to support the 2030 target of 84 GW, and a total investment gap of €64 billion for sustainable development beyond 2030 [5][6]. - The upgrade cycle for ports typically takes 6 to 10 years, which does not align with the urgent pace of wind project development, exacerbating industry risks [5]. - There is a severe shortage of specialized vessels capable of installing large wind turbines, with fewer than 10 vessels available for 14-15 MW turbines, necessitating an additional investment of approximately €40 billion in the future [5]. Market Signals and Financing Challenges - Rising project investment costs and compressed profit margins have led to difficulties in financing and low returns, impacting investor confidence and project realization [8][10]. - The EU's proposed "three-party contract" mechanism aims to establish a long-term power purchase and price guarantee system to stabilize market expectations and attract corporate participation [10]. - The European Investment Bank has set up €6.5 billion in guarantees and €250 million in green manufacturing funds to support equipment manufacturing, port upgrades, and supply chain strengthening [10]. Industry Confidence and Policy Support - Despite challenges, the offshore wind sector is seen as a crucial driver for energy transition and industrial upgrades in Europe, with a need for stable market demand and a sound environment to unlock its potential [12]. - The EU is coordinating legislation and cross-border cooperation to provide a more certain policy environment, including unified capacity planning standards and collaborative development in key maritime areas [13]. - The growth potential for offshore wind in Europe remains promising, with fixed offshore wind continuing to dominate in Northern Europe and floating offshore wind emerging as a new growth area in Southern Europe and the Mediterranean [13].