- 05 August 2026
Europe’s utilities will spend trillions in capex, introducing a new credit risk regime
- INSTITUTIONAL INVESTORS
- Visit
- 25.06.26
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, funding needs, and elevate execution risk.
Find out more in the latest Bond Vigilantes blog.






