GS Utilities Daily: European Grid Infrastructure and Renewable Expansion (August 10, 2026)

Key Takeaways

• 1.Public Power Corp (PPC) acquired a 2 GW renewable energy portfolio across Poland and Hungary from ABO Energy.
• 2.Portugal approved a €1.58bn grid investment plan (PDIRD) for 2026-2030 to enhance infrastructure resilience and digitalization.
• 3.The US will impose 15% tariffs and Minimum Import Prices on polysilicon products starting December 2026.

Table of Contents

• Research you can’t miss from past two weeks
• PPC signs agreement for 2 GW RES portfolio in Poland and Hungary
• Portugal approves grid development plan for 2026-30 period
• US imposes 15% tariffs and minimum import prices on polysilicon products under section 232
• Other news
• Events to watch this week
• Research you need to read

Report data

Distribution of ratings/investment banking relationships — as of August 10, 2026.

Reports in this series

GS Utilities Daily is shown in chronological order through this edition, published on August 10, 2026.

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

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