US halts five offshore wind projects citing national security concerns

The US is pausing five offshore wind projects over national security issues tied to possible radar and defense interference
Not a cancellation but it adds more uncertainty to an industry that is already dealing with higher rates rising costs and execution issues

Offshore wind used to feel like a fairly straightforward policy backed growth story
Moves like this make it look a lot messier than that especially for projects that are capital intensive and take years to pay back

Curious how others are looking at offshore wind exposure here
Is this mostly headline noise
Or does it actually change how you think about the risk in names like GEV and Orsted