US Power & Utilities: EEI meeting takeaway: U.S. grid at an inflection point

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US Power & Utilities: EEI meeting takeaway: U.S. grid at an inflection point

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US Power & Utilities

EEI meeting takeaway: U.S. grid at an

inflection point

Industry Overview

EEI meetings with the investment community in NY 26 June 2026

We attended a meeting hosted by the Edison Electric Institute (EEI) in New York where Equity

participants discussed the accelerating pace of change across the U.S. electric sector. United States

The presentations collectively highlighted the emergence of meaningful demand growth, Utilities

the grid’s ability to accommodate that load, and the increasing importance of Ross Fowler, CFA

investment, reliability, and evolving regulatory frameworks in supporting this next phase Research Analyst

of industry transition. Please reach out if you would like a copy of the meeting materials. BofAS+1 646 855 1506

ross.fowler@bofa.com

Resilient grid underpins growth; rate pressures localized F. Paul Cole

The materials broadly highlighted the U.S. electric grid as a critical, highly reliable ResearchBofAS Analyst

backbone of economic activity and national security, supported by sustained utility +1 646 743 2122

paul.cole2@bofa.com

investment, modernization, and integrated planning amid accelerating load growth from

Rinny Singh

data centers, manufacturing, and electrification. They also pushed back on prevailing Research Analyst

narratives around rising electricity costs, emphasizing that rate increases have been BofAS

+1 646 855 5729

uneven and largely localized—driven by factors such as wholesale market exposure in the rinny.singh@bofa.com

Northeast and wildfire-related spending in California—while most regions have Nicolas Woods

experienced relatively stable, inflation-aligned trends. Research Analyst BofAS

+1 646 556 4179