GS Utilities Daily: Enel Q2 2026 Operational Performance & European Energy Policy Update

Key Takeaways

• 1.Enel reported a 4% year-over-year increase in Q2 2026 total generation output, supported by thermal and nuclear gains.
• 2.Belgium updated its regulatory framework for the 3.5 GW Princess Elisabeth Zone offshore wind tender.
• 3.Goldman Sachs maintains an 'earnings super-cycle' thesis for the European utilities sector driven by electrification and AI demand.

Table of Contents

• Research you can't miss from past two weeks
• Enel Q2 2026 operating data: output up c.4% on strong thermal & nuclear production
• Belgium approves revised offshore auction
• Germany achieves record onshore wind approvals in 1H 2026
• Renewables reached 26% of EU gross energy consumption in 2025
• Other news
• Research you need to read

Report data

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Reports in this series

GS Utilities Daily is shown in chronological order through this edition, published on July 24, 2026.

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

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