GS Utilities Daily: Germany Grid Reforms and AI Infrastructure Investment Analysis (July 2026)

Key Takeaways

• 1.Germany announced a package of reforms for grid expansion and data center construction to improve digitalization and financing.
• 2.National Grid Ventures (NGV) plans a $1.75bn investment in Joulent LLC for US electrical infrastructure to support large load AI demand.
• 3.Engie secured a long-term battery storage agreement in Spain and a significant electricity transmission contract in Peru.

Table of Contents

• Research you can’t miss from past two weeks
• Germany reveals reform accelerating grid build-out and new data center legislation
• Engie signs a ten-year agreement for 625 MWh of battery storage in Spain
• Engie secures contract to build, operate over 400km of Transmission lines in Peru
• National Grid to invest $1.75bn to accelerate power solutions for US data centers and AI
• EU invests €2.5 bn of ETS revenues in clean energy projects
• UK Approves 470MW Solar Projects in Northern England
• Spain's renewable energy share reaches c.60% in June
• Other news
• Research you need to read

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Reports in this series

GS Utilities Daily is shown in chronological order through this edition, published on July 3, 2026.

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

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