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BERNSTEIN Utilities Daily – July 1st
研报英文原文证据摘录
BERNSTEIN Utilities Daily – July 1st
NSTEIN FLASHMAIL
1 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 1st
FEATURED RECENT RESEARCH
Blackbook - European Utilities & Clean Energy 101 Primer
2026 Outlook - Utilities & Clean Energy: Look no further for defensive growth
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
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 & BELGIUM
• Elia: Belgian regulator sets electricity transmission tariff methodology for 2028-31 in line with draft proposals (CREG).
Belgian regulator CREG announced on 30 June that it has set the methodologies for determining electricity transmission tariffs for
the 2028–2031 period. All key parameters of the Final Methodology appear in line with the Draft Methodology published on 17 April
2026.
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