Nordex took roughly 1,800 MW of orders in the United States during the second quarter of 2026. For context, the company booked 772 MW across all of 2025. That is not a good quarter, that is a different market.

The response is what interests me. Nordex plans to double production at its Iowa facility and reach full capacity by early next year. Rather than serving the surge from Europe, it is putting the capacity where the demand is.

The demand itself is being driven by rising American electricity consumption, electrification, and yes, data centers again. Whatever your view on the politics of energy in the States, the load growth is real and utilities have to procure against it years in advance.

There is a broader pattern in these stories. European industrial companies are not simply exporting into a hot American market, they are relocating a piece of themselves into it. That is partly about tariffs and content rules, partly about logistics, and mostly about credibility. American buyers of large capital equipment want to know you will still be there in year seven when something needs service.

If you make anything large, heavy, or service intensive, take the hint. The first US order is a sales achievement. The first US facility is a business decision, and it usually comes faster than founders expect once the orders start stacking up.

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