REAL-TIME GLOBAL RESEARCH
BERNSTEIN Utilities Daily – July 28th
Research evidence excerpt
BERNSTEIN Utilities Daily – July 28th
NSTEIN FLASHMAIL
28 July 2026
European Utilities & Clean Energy
Jorge Alonso Suils +34 915 893 913 jorge.alonso@bernsteinsg.com
Bartlomiej Kubicki +49 69 717 4418 bartlomiej.kubicki@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 — July 28th
FEATURED RECENT RESEARCH
Blackbook - European Utilities & Clean Energy 101 Primer
2026 Outlook - Utilities & Clean Energy: Look no further for defensive growth
Top Picks - European Utilities & Clean Energy: Why there is still room to run in this defensive growth sector
28 Jul 2026 - Iberdrola: Digesting expensive acquisition and high capex
27 Jul 2026 - Electric Revolution 2026: Resilience - EV charging infrastructure and the durability of the e-mobility transition
23 Jul 2026 - EDP: Best Idea 3Q26 - multiple ways to win, Outperform
20 Jul 2026 - European Utilities & Clean Energy: Carbon Derby - EU ETS reform focuses on industrial competitiveness with more
gradual decarbonization
16 Jul 2026 - UK Waters: AMP8 delivering - growth up, fundamentals strong
8 Jul 2026 - European Utilities & Clean Energy: 2Q26 power production - lower hydro production across the board except in Sweden
6 Jul 2026 - Iberdrola: Mind the (ROE) gap - A deep dive into its US networks
HEADLINES
FRANCE
• Technip Energies and EDF sign strategic framework agreement to support delivery of the EPR2 program (Technip
Energies). Technip Energies and EDF have signed a strategic framework agreement, to support execution, construction
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