US Power & Utilities: Day 1 Takeaways – BofA 2026 Power, Utilities & Cleantech Conference

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US Power & Utilities: Day 1 Takeaways – BofA 2026 Power, Utilities & Cleantech Conference

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US Power & Utilities

Day 1 Takeaways – BofA 2026 Power,

Utilities & Cleantech Conference

Industry Overview

IPPs draw most meeting requests, followed by AEP/FE/ES 28 May 2026

Day 1 of the conference saw strong investor engagement, with robust attendance across Equity

four panels and a full slate of meetings with management teams, as well as industry United States

experts, policy specialists, and DOE officials. Meeting demand was led by TLN, CEG, AEP, Utilities

FE, and ES. Across discussions, the dominant themes remained consistent: affordability Ross Fowler, CFA

pressures (amid increasing political scrutiny), accelerating data center-driven load Research Analyst

growth (with increasing mentions of labor constraints), and a focus on financing and BofAS+1 646 855 1506

executing large-scale capital plans. Finally, reflecting the nature of some of the ross.fowler@bofa.com

attending parties, there was notable enthusiasm around new nuclear development. F. Paul Cole

Research Analyst

BofAS

+1 646 743 2122Panel Takeaways:

paul.cole2@bofa.com

Panel 1: Power and capacity markets: PJM remains structurally tight with demand

Rinny Singh

growth outpacing supply, while ERCOT’s Batch Zero aims to rationalize the queue and Research Analyst

improve project viability alongside broader reliability-focused reforms. BofAS

+1 646 855 5729

rinny.singh@bofa.com

Panel 2: Nuclear fuel supply chain: Nuclear demand visibility has improved materially,

Nicolas Woods

with a push toward large-scale reactors and renewed SMR momentum driven by Research Analyst

hyperscaler capital, while growing concerns around a structural uranium deficit support BofAS +1 646 556 4179