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BERNSTEIN Utilities Daily – July 22nd
研报英文原文证据摘录
BERNSTEIN Utilities Daily – July 22nd
NSTEIN FLASHMAIL
22 July 2026
European Utilities & Clean Energy
Jorge Alonso Suils +34 915 893 913 jorge.alonso@bernsteinsg.com
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BERNSTEIN Utilities Daily — July 22nd
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
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
2 Jul 2026 - EDP/R: Key drivers - Part 3: Regulated networks offering visibility and quality earnings
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?
15 Jun 2026 - Regulated Networks Primer series: Part 1: How do regulated return frameworks compare across jurisdictions?
HEADLINES
IBERIA
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