Sector
Utilities Sector Research Hub
Explore our comprehensive library of 393 research documents dedicated to the global utilities and energy sectors. Our platform provides institutional-grade analysis, including daily market summaries, credit updates, and expert commentary to support your investment decision-making.
393 reports available
GS Utilities Daily
Goldman Sachs upgrades EDPR to Buy and EDP to Neutral, citing an improved pricing outlook for US renewables. Meanwhile, Pennon Group faces EPS downgrades following FY 2026 results.
UK & European Research At A Glance
This report provides a weekly overview of RBC Capital Markets research covering global exchange activity, building materials, financials, energy, and commodities. It highlights Q2 2026 performance trends and valuation snapshots across these sectors.
Utilities Daily: Electrification and SSE Hybrid Capital Securities
Goldman Sachs highlights a turning point for European utilities as electrification and data centers drive the first power demand growth in 15 years, supporting a new sector 'super cycle'.
GS Utilities Daily
This report highlights new renewable energy subsidies in Italy, utility-scale battery projects in Chile, and the ongoing structural growth in power demand driven by European datacenters.
EU Energy Sector Specialist Commentary
Daily commentary covering a surprising tariff cut recommendation for Aena, National Grid's £4.5bn upgrade proposal, and legal challenges to US offshore wind lease cancellations.
Re-pricing the US Renewable Industry
Goldman Sachs upgrades EDPR to Buy and reiterates Buy for RWE, citing improved pricing and return environments in US renewables. Re-shoring costs and strong power demand are driving structural re-pricing across the sector.
Trading Catalysts
GS Utilities Daily
US Energy Sector Specialist Commentary
All reports
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GS Utilities Daily
Goldman Sachs
UK & European Research At A Glance
RBC Capital Markets
Utilities Daily: Electrification and SSE Hybrid Capital Securities
Goldman Sachs
GS Utilities Daily
Goldman Sachs
EU Energy Sector Specialist Commentary
J.P. Morgan
Re-pricing the US Renewable Industry
Goldman Sachs
Trading Catalysts
Bank of America
GS Utilities Daily
Goldman Sachs
US Energy Sector Specialist Commentary
J.P. Morgan
Americas Morning Research Summary
Barclays
EU Utilities and Infrastructure Daily Wire
J.P. Morgan
UK and European Research at a Glance
RBC Capital Markets
GS Utilities Daily
Goldman Sachs
GS Utilities Daily: National Grid Proposal and Centrica LNG Deal
Goldman Sachs
Utilities Daily: SSE FY 2026 Results and German Network Agency Reforms
Goldman Sachs
Utilities Daily UK Energy Methodology and Enel Bond Issuance
Goldman Sachs
New Frameworks From Grid Operators Strengthen Case For US IPPs
UBS
Americas Utilities: Regulatory Refresh for 2H2026
Goldman Sachs
Utilities Daily: RWE Australian Wind Project and EU Electrification Targets
Goldman Sachs
EU Utilities and Infrastructure Daily Wire
J.P. Morgan
European Utilities Conference: The Electricity Infrastructure Deficit
Goldman Sachs
European Morning Research Summary
Barclays
GS Utilities Daily: Danish Offshore Tender and US Grid Strain
Goldman Sachs
Utilities Daily: Danish Offshore Tender and US Grid Strains
Goldman Sachs