EU Utilities and Infrastructure Daily Wire

This report covers political developments in the UK influencing the utility sector, updates on the U.S.-Iran geopolitical situation, and specific corporate news regarding Acciona Energia, SSE, and RWE.

Key Takeaways

• 1.Andy Burnham's by-election win is viewed as a small positive for UK utilities by reducing uncertainty regarding a potential Labour leadership challenge.
• 2.The U.S.-Iran agreement provides near-term relief for global markets but does not resolve underlying geopolitical tensions.
• 3.Acciona Energia (ANE) is selling wind and solar assets in Portugal; JPM suggests this reduces the likelihood of a total business sale.

Table of Contents

• Key Newsflow
• J.P. Morgan Access
• Company News
• J.P. Morgan View
• Company News during last trading session
• Sector Calendar

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