GS Utilities Daily: RWE Vertical Integration and European Utility Market Trends

Key Takeaways

• 1.RWE may increase stake in TSO Amprion to 40%, potentially creating value and lengthening earnings growth duration.
• 2.Acciona Energia divesting assets: sold 64 MW Spanish hydro for €66 mn and reportedly considering sale of 400 MW Canadian wind portfolio.
• 3.US renewable energy additions (wind, solar, storage) dropped 17% in Q1 2026 to 6.4 GW, the lowest since 2023.

Table of Contents

• Research you can't miss from past two weeks
• RWE: Heading towards vertical integration? The Amprion opportunity
• Acciona Energia sells 64 MW Spanish hydro portfolio
• Renewable additions slow down in US in Q1
• Acciona Energia reportedly looking into selling c.400 MW wind asset portfolio in Canada
• Other news
• Events to watch this week
• Research you need to read
• GS Factor Profile
• M&A Rank
• Quantum

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Reports in this series

GS Utilities Daily is shown in chronological order through this edition, published on June 8, 2026.

Part of the GS Utilities Daily series — view all 33 editions

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