US Power & Utilities: 2026 Power, Utilities, & Clean Tech Conference Question Bank

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US Power & Utilities: 2026 Power, Utilities, & Clean Tech Conference Question Bank

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US Power & Utilities

2026 Power, Utilities, & Clean Tech

Conference Question Bank

Industry Overview

Flagship Power, Utilities and Clean Tech Conference 26 May 2026

Bank of America is hosting its annual flagship Power, Utilities and CleanTech Conference Equity

in New York on Wednesday, May 27th and Thursday, May 28th. A total of 42 public and United States

private companies will be available for one-on-one and small group meetings, and we Utilities

will be moderating panel discussions with Bank of America and industry specialists,

attending executives and representatives from the Department of Energy (DOE), the RossResearchFowler,AnalystCFA

Idaho National Laboratory, and the Electric Reliability Council of Texas (ERCOT). In this BofAS

report, we discuss sector themes, provide specific questions for individual management +1ross.fowler@bofa.com646 855 1506

teams, and summarize the panel discussions we will host during the conference.

F. Paul Cole

Research Analyst

What matters now - three areas of investor focus: BofASpaul.cole2@bofa.com

This conference comes at an inflection point: demand is accelerating, investment plans Rinny Singh

are expanding, and the sector’s growth increasingly hinges on affordability and policy Research Analyst

durability. Investor focus seemingly is shifting to (1) where load is real, particularly from BofASrinny.singh@bofa.com

data centers, (2) how quickly companies can translate that into executable capex and Nicolas Woods

earnings while managing construction and supply-chain risk, and (3) whether regulatory, Research Analyst

market-structure and legislative outcomes support cost recovery and bill mitigation. BofAS nicolas.woods_barron@bofa.com