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ELECTRICITY SECTOR: RUMOURS OF REGULATORY CHANGES (ANÁLISIS BANCO SABADELL)

In the last few days there have been rumours about possible regulatory changes and today, in particular, there have been press reports about a possible agreement between the associations of renewable energy producers and the Ministry for Ecological Transition on measures to reduce the electricity bill via the so-called Recore plants. Although in our view, no agreement would have been reached in this regard, it seems that negotiations on this issue would have started, and in order to put such negotiations and the rest of possible measures that would be under consideration into context, we highlight the possible impacts on the companies in our coverage universe: