Barclays Infrastructure Insights: Bi-Weekly Build: Early July newsflow round-up

Research evidence excerpt

Barclays Infrastructure Insights: Bi-Weekly Build: Early July newsflow round-up

Equity Research

15 July 2026

Barclays Infrastructure Insights

Bi-Weekly Build: Early July

newsflow round-up

Utilities focused on DC growth, water and German grids, with

European Transportation

results guidance on track; Telecoms on D2D, satellites, towers Emilie Fung

and data centres, with INWIT adding contract risk. +44 (0)20 3555 2335 emilie.fung@barclays.com

Construction saw Getlink traffic and APRR charging progress. Barclays, UK

Airports were led by EES, Gulf risk and Fraport’s outlook. Andrew Lobbenberg

+44 (0)20 3555 0639

andrew.lobbenberg@barclays.com

Barclays, UK

**Two cross-sector infrastructure calls over the next two weeks** European Utilities & Clean Energy

Dominic Nash, PhD

Barclays Infrastructure Insights: Early Read-Throughs and Key Debates into 2Q

+44 (0)20 3134 2364

Reporting Season - Friday, 17th July @ 2pm UKT. Join the Barclays European dominic.nash@barclays.com

Infrastructure team for a discussion of the key themes relevant in the imminent Barclays, UK

reporting season, early read-throughs across Infrastructure from early reports, and

Peter Crampton

the major debates likely to shape the remainder of the 2Q results season. Register

+44 (0)20 3555 0125

here. peter.crampton2@barclays.com

Barclays Infrastructure Insights: 30 Minutes on AI Infrastructure - Friday, 24th

July @ 1:30pm UKT. Join Barclays’ European Infrastructure, Utilities and European Telecom Services

Construction teams for 30 minutes on AI infrastructure, discussing bottlenecks across Maurice Patrick

power, grids, construction, cooling and water — and where and how value might be +44 (0)20 3134 3622

captured. Register here. maurice.patrick@barclays.com