REAL-TIME GLOBAL RESEARCH
BERNSTEIN Utilities Daily – August 3rd
Research evidence excerpt
BERNSTEIN Utilities Daily – August 3rd
STEIN FLASHMAIL
3 August 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 — August 3rd
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
31 Jul 2026 - Endesa: Positive earnings drivers, but largely priced-in
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
• EDF awaiting clarity before launching partial Edison sale (Reuters). EDF has not abandoned plans to sell part of its Italian
The English excerpt is extracted automatically from the cited source page and may contain layout or recognition errors. It is never batch translated.
Open report viewer