US Utilities Sector Report: Q2 2025
How will current trends impact utilities and energy markets?
Utilities are playing a defensive role amid recent economic and market uncertainty. Despite tariffs and other macroeconomic concerns, most US utilities continue to plan for their largest capital investment growth cycle in decades.
While regulatory activity remains high, easing inflation and constructive regulations in key jurisdictions continue to support growth plans—particularly for renewable energy projects and grid enhancements. The transition to cleaner energy is also accelerating, with renewable energy set to surpass nuclear energy as the second-largest power source in the US by year-end.
Download our latest Q2 2025 US utilities sector report to explore top utility picks, regulatory challenges, investment strategies, and more.
