Global Energy Research Highlights: Week Ending Jun 19, 2026

研报英文原文证据摘录

Global Energy Research Highlights: Week Ending Jun 19, 2026

J P M O R G A N Global Equity Research

19 June 2026

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Global Energy Research

Highlights

Week Ending Jun 19, 2026

This report provides a summary of the research produced by J.P. Morgan Global Global Equity Research

ACEnergy Equity Research. Key highlights from the past week are below: Global Equity Research

• Indian Electric Utilities & IPPs: Power Demand Firms Up In Summer Heat, gr_publications@jpmorgan.comJ.P. Morgan Securities LLC

Market Remains Well Supplied

• JPMC Utilities Daily: 19 June: ANE, SSE, RWE

• SSC-H/A: Model Update: Revise down FY26 workload but profitability may

improve in 2027 – roll forward PT; stay OW

• Energy Infrastructure/MLPs Weekly: Live From NY, It's the JPM Energy

Conference!; Conference QBank and Preview; Waha Positivity Sparks

Sentiment; News Flow; Comps; Midstream Lags Market

• JPM Mining Daily: Iron Ore +0.5%, Spodumene -5.0%, BHP Jansen Stage 2

Capex Increase & More

• North American Utilities Weekly: Live from NY, it’s the JPM Utilities &

Power Conference!; Conference Preview & QBank; AI Capex 2.0; TerraPower

Takeaways; News Flow; Comps; Utilities Lead

• E&P, Integrateds and Refiners: Previewing JPM’s 11th Natural Resources

Conference; Buyside Focus Remains on Power, LNG, Data Center Themes

• North American Power, Utilities, Midstream, LNG, and Nuclear:

Thoughts into JPM’s 11th Annual Energy, Utilities and Power Conference;