GS Utilities Daily

This report highlights regulatory pressure on Germany to accelerate grid digitalization and reports on negotiation updates for major offshore wind projects. It further emphasizes a positive outlook for the European utility sector driven by datacenter-related power demand.

Key Takeaways

• 1.The EU is pressing Germany to accelerate grid digitalization, noting that only 5.5% of German customers had smart meters as of Dec 2025 vs 63% in the EU.
• 2.JERA Nex and BP are in negotiations with the German government regarding the future of their 4GW Oceanbeat offshore wind project.
• 3.European datacenter power connection requests have grown significantly, with the pipeline estimated at 280 GW, a 65% increase over nine months.

Table of Contents

• Research you can't miss from past two weeks
• EU calls on Germany to accelerate grid digitalisation
• JERA Nex bp in talks over future of 4GW of German Offshore Wind
• Other news
• Research you need to read
• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Regulatory disclosures