Sell RWE by May 26, 2026.

The latest Reuters report on the European energy sector highlights a growing disconnect between the market's enthusiasm for AI-driven electricity demand and the actual regulatory and economic environment in the EU. As of late February 2026, the narrative that saved US utilities is failing to gain the same traction in Europe. Here is the breakdown of the current situation. # The AI Demand Lag While US markets are pricing in a massive surge in power consumption from data centers, the …