Wind turbine giant Vestas has seen a sharp spike in new orders driven by the uncertainties brought by the US Section 232 tariff policy. Disclosed figures show Vestas secured 2.78 GW of new wind turbine orders in Q2 2026, jumping more than 150% year-on-year from 1.11 GW in the second quarter of 2025, with fresh demand primarily coming from the United States and Germany.

The drastic order uptick is mainly fueled by policy risks hanging over the US market. The US Department of Commerce is conducting a Section 232 investigation to expand the scope of steel and aluminum tariffs. Wind turbines and core components including towers, blades, bearings and gearboxes may be added to the tariff list. To avoid steep cost hikes in future equipment procurement, numerous US wind developers rushed to sign supply contracts in advance, triggering a buying spree.

Analysts noted that the rapid construction of AI data centers in the US has created robust, steady demand for renewable power. To keep project schedules on track, investors are unwilling to delay equipment purchases until the final tariff rules are released, opting to lock in turbine orders ahead of time despite ambiguous policy outlooks.

In terms of order breakdown, North America accounted for 1.73 GW, or 62% of total announced orders, standing as the primary growth engine. A batch of small and medium-sized wind projects in Germany contributed 487 MW. Combined orders from the US and Germany made up 72.5% of Vestas’ Q2 total.

For turbine models, German orders are dominated by the high-capacity V172-7.2 MW unit, supplemented by the V150-6.0 MW. Specific turbine models for US projects have not yet been disclosed.