RWE Picks Up Two Broker Thumbs-Up as Grid Awards and Wind Additions Reshape Its Project Pipeline
Published on 11/09/2026 at 06:53 | Editorial boerse-global.de
RWE's run of project announcements has drawn fresh support from the sell side, with UBS reiterating its "Buy" rating and a 68-euro price target on Wednesday. The analyst behind the call pointed to the capacity awards the group has secured for new gas-fired plants. The stock finished Friday at 57.40 euros, up 0.9%.
The endorsement follows a similar move from Jefferies, which had already restated its own "Buy" recommendation on 3 November. Analyst Ahmed Farman likewise leaned on the plant awards and kept a 75-euro target in place.
Three Sites, 2,100 Megawatts
At the heart of both broker notes is the Bundesnetzagentur's decision to grant RWE awards for three hydrogen-ready power plant projects. The sites — Voerde, Weisweiler and Werne — carry a combined capacity of roughly 2,100 megawatts. According to the company, construction on the first facility is due to get under way within a few weeks.
On the generation side, RWE Generation SE and Kawasaki Heavy Industries brought a gas turbine into service at the Emsland plant in Lingen on Friday. The unit has an output of 34 megawatts, and the partners intend to test operation with up to 100% hydrogen over the coming months. RWE stressed that commissioning the turbine and the planned hydrogen trials are separate steps, leaving the hydrogen deployment in Lingen as a multi-month test programme for now.
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Wind Farms Coming Online
RWE Renewables Europe & Australia and the town of Bedburg commissioned the jointly operated Bedburg 3 wind farm on Thursday. The project has a capacity of 60 megawatts, with RWE holding 51% and Bedburg the remaining 49%.
A second wind asset went live on 2 November: the Serra Palino onshore farm in Apulia, rated at 47.2 megawatts. The installation comprises eight turbines and, on the company's figures, can supply around 40,000 Italian households.
Uniper Approach Confirmed Indirectly
RWE is also pursuing a possible transaction at Uniper. Markus Krebber, the group's chief executive, effectively confirmed at the ADIPEC conference on 2 November that RWE had submitted a non-binding offer for the company alongside KKR, according to Handelsblatt. The German state owns 99% of Uniper.
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Next Date for the Diary
Investors will get their next look at the numbers on 11 November 2026, when RWE publishes its interim statement for the first three quarters of 2026 — a date the company announced on Wednesday. An investor and analyst conference is scheduled to accompany the release.
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