US Power & Utilities: EEI 2026 Question Bank: From Backlog to Buildout: Execution and Affordability

BofA Securities provides a comprehensive question bank for investors ahead of the Edison Electric Institute (EEI) Financial Conference, focused on the sector debates and company-specific issues likely to shape management meetings. With election results setting the policy backdrop, the discussion should shift from the size of the growth opportunity to the ability to deliver it. Recent IRPs and business updates have expanded the investment opportunity, with several utilities also pointing to additional capital not yet embedded in forecasts. Investors will stress test load assumptions, project timing, equipment and labor availability, costs, regulatory recovery and financing. Demand growth must clear the affordability test, with attention shifting from headline gigawatts toward contracted demand, customer commitments, cost allocation and protections against delays, cancellations and stranded investment. Larger capital programs put greater focus on equity needs, debt capacity, credit metri