BERNSTEIN Utilities Daily – July 22nd

Research evidence excerpt

BERNSTEIN Utilities Daily – July 22nd

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22 July 2026

European Utilities & Clean Energy

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BERNSTEIN Utilities Daily — July 22nd

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8 Jul 2026 - European Utilities & Clean Energy: 2Q26 power production - lower hydro production across the board except in Sweden

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2 Jul 2026 - EDP/R: Key drivers - Part 3: Regulated networks offering visibility and quality earnings

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23 Jun 2026 - Italgas: FY26-FY32 Business Plan - Consolidation-led growth drives capex upgrade, limited organic upside

23 Jun 2026 - How could Engie benefit from the reform of hydropower in France?

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HEADLINES

IBERIA