REAL-TIME GLOBAL RESEARCH
BERNSTEIN Utilities Daily – June 19th
Research evidence excerpt
BERNSTEIN Utilities Daily – June 19th
NSTEIN FLASHMAIL
19 June 2026
European Utilities & Clean Energy
Deepa Venkateswaran, ACA +44 20 7676 6990 deepa.venkateswaran@bernsteinsg.com
Bartlomiej Kubicki +49 69 717 4418 bartlomiej.kubicki@bernsteinsg.com
Jorge Alonso Suils +34 915 893 913 jorge.alonso@bernsteinsg.com
Thibault Dujardin, CFA +33 1 58 98 59 16 thibault.dujardin@bernsteinsg.com
Rory Graham-Watson +44 20 7676 7093 rory.graham-watson@bernsteinsg.com
Ken-Ree Choong +44 20 7676 8243 ken-ree.choong@bernsteinsg.com
Specialist Sales
Gareth Williams +44 20 7762 5256 gareth.b.williams@bernsteinsg.com
BERNSTEIN Utilities Daily — June 19th
FEATURED RECENT RESEARCH
Blackbook - European Utilities & Clean Energy 101 Primer
2026 Outlook - Utilities & Clean Energy: Look no further for defensive growth
Initiation - Nordex: The European wind leader is priced for perfection; initiating at Market-Perform
19 Jun 2026 - RWE & Fortum: Uniper sale process - Our take on the reported expressions of interest
19 Jun 2026 - The UK and French Water Sectors: Different models, converging needs, high growth ahead
16 Jun 2026 - EDP/R: Key drivers - Part 1: US renewable growth and upside
15 Jun 2026 - Regulated Networks Primer series: Part 1: How do regulated return frameworks compare across jurisdictions?
12 Jun 2026 - Italian Regulated Utilities: Actual network returns, key upsides and emerging downsides
11 Jun 2026 - Offshore Wind: Auctions reigniting momentum; UK remains most bankable market at present
22 May 2026 - Battery Energy Storage Systems - A primer for investors on their economics
23 Apr 2026 - European Utilities & Clean Energy: Why there is still room to run in this defensive growth sector
HEADLINES
FRANCE
• Data4 advances plan for €5bn data center (Platts).
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