Goldman Sachs Utilities Daily: Enel Earnings Outlook and Sector Growth Trends

Key Takeaways

• 1.Enel is expected to provide a positive catalyst with upcoming H1 results, with potential guidance upgrades for 2026.
• 2.Nordex concluded a new €2.475bn ESG-linked guarantee facility with improved terms and 5-year maturity.
• 3.Agentic AI is driving higher-than-expected power consumption projections, supporting an 'Earnings Super-Cycle' for the utilities sector.

Table of Contents

• Research you can’t miss from past two weeks
• Enel: Why Enel may surprise into Q2
• Nordex announced new guarantee facility
• Acciona Energia Sells Spanish wind portfolio to Galp for €432 mn
• US and Saudi Arabia signs nuclear cooperation agreement
• Italy considers €14 bn energy and defence spending plan
• Other news
• Events to watch this week
• Research you need to read

Report data

Distribution of ratings/investment banking relationships

Reports in this series

GS Utilities Daily is shown in chronological order through this edition, published on July 27, 2026.

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

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