Europe's Utility Sector Is 'On The Brink Of A New Regime'

Europe's Utility Sector Is 'On The Brink Of A New Regime' Authored by Gregor Morris via BondVigilantes.com, Europe’s utilities sector is on the brink of a generational shift. After more than a decade of subdued demand, the system is being forced to modernize, rebuild and expand. Electrification, datacentres, renewable integration and ageing infrastructure are converging into what can only be described as unprecedented capital expenditure programmes across the sector.  Simplistically, the bullish narrative is a convergence of rising electricity demand, visible investment pipelines, increase in regulated investments and improving returns. However, the same forces driving growth are also set to reshape balance sheets,...

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