Utilities Research Reports

Morgan Stanley 2026-09-14

Japan’s Power Investment Cycle: Nuclear, Renewables and the AI Demand Surge

Industry Report EN 5 Pages

Barclays 2026-09-02

2026 Global Energy Transition Barometer: The Next Transition Trade

Industry Report EN 22 Pages

JPMorgan 2026-08-20

Holmen: Q2‘26 earnings: Beat due to market share gains in Board & Paper

Market Report EN 8 Pages

Morgan Stanley 2026-08-20

A$3.5b growth capex pipeline — company call at 10:30am AEST

Market Report EN 8 Pages

UBS 2026-08-17

European Utilities: Another uptick in consensus EPS post H1 results

Industry Report EN 16 Pages

JPMorgan 2026-07-02

LatAm Monthly Wrap - June 2026: LatAm Lags, While Policy Regime Change Materializes in the Andeans

Market Report EN 100 Pages

JPMorgan 2026-06-26

Spire Inc: Start Me Up; Regulated Transformation In-Flight; MO Execution Critical; Moving to Neutral Rating and $85 Price Target from Not Rated

Company Report EN 11 Pages

Citi 2026-06-22

Greater China Renewable Energy: Strong Growth of PRC Inverter Export in May, Buy Sungrow and Deye

Industry Report EN 11 Pages

Goldman Sachs 2026-06-18

NC (036570.KS): Turnaround to multi-year earnings growth cycle transition intact; reiterate Buy

Market Report EN 13 Pages

Jefferies 2026-06-18

AI Needs More Space: Energy Transport Emerges as the Key Bottleneck

Market Report EN 7 Pages

JPMorgan 2026-06-18

APAC Credit Roundup: Asia Credit Outlook, CITIC Bank International, China food delivery industry, Continuum

Market Report EN 11 Pages

Goldman Sachs 2026-06-17

Booming Datacenter pipeline and AI spending boom - the pivotal role of energy: POWERING UP EUROPE

Market Report EN 15 Pages

UBS 2026-06-11

Global Battery Supply Chain: US BESS Outlook: Analyzing supply

Market Report EN 15 Pages

UBS 2026-06-11

First Horizon Corporation Management Dinner Takeaways

Market Report EN 16 Pages

UBS 2026-06-11

Orizon Valorizacao de Residuos SA: Swaps of Upsides with Vital — Reiterate Buy, Increasing PT

Market Report EN 17 Pages