This report covers strategic updates for RWE and Acciona Energia, alongside broader trends in US renewable energy deceleration and the growth outlook for European utilities driven by datacenter-led power demand.
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
- Disclosure Appendix
- GS Factor Profile
- M&A Rank
- Quantum
- Disclosures
- Regulatory disclosures
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Authors
Alberto GandolfiAjay PatelMafalda PombeiroDhwani KhenwarLawrence Lavizani
Securities
RWEANEBluefield Solar Income Fund
Themes
Energy TransitionDatacenter ExpansionUtility Consolidation/M&A
Regions
EuropeUnited StatesSpainCanada