BERNSTEIN Utilities Daily – June 26th

研报英文原文证据摘录

BERNSTEIN Utilities Daily – June 26th

NSTEIN FLASHMAIL

26 June 2026

European Utilities & Clean Energy

Deepa Venkateswaran, ACA +44 20 7676 6990 deepa.venkateswaran@bernsteinsg.com

Bartlomiej Kubicki +49 69 717 4418 bartlomiej.kubicki@bernsteinsg.com

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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 — June 26th

FEATURED RECENT RESEARCH

Blackbook - European Utilities & Clean Energy 101 Primer

2026 Outlook - Utilities & Clean Energy: Look no further for defensive growth

Initiation - Nordex: The European wind leader is priced for perfection; initiating at Market-Perform

25 Jun 2026 - Regulated Networks Primer series: Part 2: A deep-dive into valuation

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?

22 Jun 2026 - EDP/R: Key drivers - Part 2: Mispriced Iberian hydro with data center demand-driven upside

22 Jun 2026 - Quick Take: RWE pivots to transmission by acquiring 35% in Amprion, funding it with a €4bn equity issuance

15 Jun 2026 - Regulated Networks Primer series: Part 1: How do regulated return frameworks compare across jurisdictions?

23 Apr 2026 - European Utilities & Clean Energy: Why there is still room to run in this defensive growth sector

HEADLINES

FRANCE

• EDF takes French Nogent, Bugey reactors offline; adds restrictions at Chooz (Platts). French nuclear operator EDF