Neutral
Informational - no clear directional impact
Low Impact
Minor progress or informational
Ørsted and SeAH Wind announced on 17 February 2026 that they had mutually agreed to discontinue SeAH Wind's monopile production scope for the Hornsea 3 offshore wind farm, terminating the 2022 fabrication contract under which SeAH Wind was to manufacture XXL monopiles at its Teesworks facility on Teesside. The joint statement said the decision "reflects a shared assessment of factory readiness against the programme requirements of Hornsea 3" and was made to ensure the project schedule "remains protected and uncompromised" — a reference to delays in the SeAH Wind plant's commissioning. The SeAH Wind facility, originally a £450 million development that was rescaled in 2024 to a £900 million build covering a 90 ha site capable of producing monopiles up to 15.5 m diameter, will continue under construction with secured backlog including RWE's Norfolk Vanguard. Ørsted's Hornsea 3 monopile supply remains anchored on Haizea Wind Group (Bilbao, Spain), which delivered its first six XXL monopiles to Teesside in February 2026, and Dajin Heavy Industry (China), which began heavy-cargo deliveries via its King One deck carrier in March 2026. Ørsted continues to use Teesworks's deepwater quay as the marshalling base for monopile assembly and load-out to installation vessels. The cancellation is a notable supply-chain reset on the world's largest single offshore wind farm but, per Ørsted's framing, does not affect the project schedule.