UK and European Research At A Glance

This report highlights a transition toward market derisking alongside key updates in European renewable energy spreads and retail trends. It also covers strategic mining insights from Peru and institutional perspectives on AI governance.

Key Takeaways

• 1.Renewable energy price spreads in Europe widened in May 2026, reaching an average of €120/MWh.
• 2.Increased spend concentration in retail is a trend spreading from the US to Europe.
• 3.Peruvian mining investment remains focused on political stability, with electoral outcomes and permitting reforms acting as key swing factors.

Table of Contents

• Premium Research
• Industry Comments
• Investment Strategy Research
• Quick Takes