In Year 2010 was working on a Final Assignment for the EMBA; it was about a particular company in the Wind Industry, I will put an extract now, please find it here, The company I was researching was spanish Gamesa, it is a very interesting business model that has been following until a few weeks; And more interestingly because Iberdrola have important stake on it.:
There is a report I got access , but didn’t use when writing the assignment, it is very interesting as it disaggregates the attractiveness of the Wind Power Value Chain, specially, coming from an electronics/telecom background was looking for information into the GearBox –> Control Systems, according to the reports there are business opportunities in the Value Chain IF the technology and Financial Backing is “in place”. From a Telecom Perspective this is called: Verticals. Please find the report next.
