Report published June 16, 2026
GS Utilities Daily: Netherlands Offshore Wind Tenders and Thames Water Restructuring Update
Goldman Sachs · June 16, 2026
This report highlights updates on Dutch wind policy, UK utility sector regulatory friction, and a broader strategic outlook for the European utility 'super cycle'. It underscores strong growth drivers in power consumption from AI and electrification.
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Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Key Takeaways
- 1.The Dutch cabinet increased strike prices for 2GW of offshore wind to improve tender feasibility.
- 2.The UK government is objecting to a £10bn rescue package for Thames Water, increasing the risk of nationalization.
- 3.European utility power demand is expected to see a material inflection driven by datacenters and electrification.
Table of Contents
- Research you can't miss from past two weeks
- Netherlands increases strike price for 2GW of Offshore Wind projects
- UK Government objects to proposed Thames Water deal
- UK and Japan launch offshore wind compact
- German grid agency urges faster grid development
- Other news
- Research you need to read
Report data
Rating Distribution
| Metric | Estimate | Context |
|---|---|---|
| Dutch Offshore Wind tender support | 117 EUR/MWh | IJmuiden Ver Gamma-A |
| European datacenter pipeline | 280 GW | 65% increase over past nine months |
Reports in this series
GS Utilities Daily is shown in chronological order through this edition, published on June 16, 2026.
Part of the GS Utilities Daily series — view all 33 editions
Looking for the latest edition? GS Utilities Daily Orsted Downgrading to Neutral Orsted to take full ownership of Gunfleet Sands 1 & 2 Offshore Wind far... (Oct 13, 2026)
- Jun 8GS Utilities Daily RWE Heading towards vertical integration The Amprion opportunity Acciona Energia sells 64 MW Spanish...
- Jun 9GS Utilities Daily EU approves Italy's €23 bn renewables aid scheme Acciona Energia to build c.980 MWh BESS in Chile
- Jun 11GS Utilities Daily Re-pricing the US Renewable industry EDPR upgraded to Buy (EDP up to Neutral) Pennon EPS downgrades a
- Jun 15GS Utilities Daily: Public Power Corp.: A key electrification play; execution to unlock further upside: reinstate at Buy :: Germany
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