GS Utilities Daily

This report provides a daily update on European utilities, highlighting the reinstatement of Public Power Corp at Buy and discussing structural power demand growth driven by datacenters and electrification.

Key Takeaways

• 1.Public Power Corp (PPC) reinstated at Buy, viewed as a key player in European electrification with significant growth potential.
• 2.European utilities are entering a 'super cycle' driven by power demand from datacenters and electrification.

Table of Contents

• GS Utilities Daily
• Research you can't miss from past two weeks
• Public Power Corp.: A key electrification play; execution to unlock further upside: reinstate at Buy
• Germany launches grid expansion consultation
• Other news
• Research you need to read
• Disclosure Appendix

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