Nordex chief executive José Luis Blanco warned European policymakers that wind turbines sourced from non‑Western manufacturers pose a security risk. He argued that reliance on Chinese and other overseas suppliers could compromise critical infrastructure and undermine EU’s energy independence. Blanco urged action to safeguard continent’s supply chain against geopolitical leverage. He also cited recent cyber‑espionage incidents involving turbine firmware as evidence of the threat.

The German‑based turbine maker has seen its market share squeezed as low‑cost Chinese blades flood European projects. The EU Commission recently flagged supply‑chain vulnerabilities in renewable energy, prompting member states to draft stricter procurement rules. Blanco’s statement follows a wave of industry calls for “strategic autonomy,” echoing similar concerns raised in the automotive and semiconductor sectors in the EU this year.

Investors are watching the debate because any curtailment of Chinese imports could reshape the continent’s turbine market and boost domestic orders for Nordex and peers such as Siemens Gamesa. A shift toward home‑grown components may also lift margins if supply‑chain costs stabilise. Blanco’s appeal therefore carries tangible implications for earnings forecasts and the broader clean‑energy rollout.