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INFRASTRUCTURE VALUATIONS
THAT MATCH VALUE

Inaugural Vallorii Infrastructure Forum

Getting Infrastructure Fit for 2035: Leadership, Finance and AI

Wednesday 9 September 2026

AI-powered valuation for sustainable, affordable infrastructure

A Unified PLATFORM for Infrastructure Accounting, Cost of capital, and Valuation

Inaugural Vallorii Infrastructure Forum

Getting Infrastructure Fit for 2035: Leadership, Finance and AI

Wednesday 9 September 2026

Estación de tren moderna

Investors

  • Price infrastructure assets accurately

  • Compare hurdle rates across assets

  • Understand portfolio-level risk structure

Utilities

  • Align asset condition with capital structure

  • Optimise financing strategy

  • Inform fair regulatory discussion

Regulators & Government

  • Balance investability and affordability

  • Set defensible allowed returns

  • Evaluate public underwriting risk

Markets transmit price.

Vallorii reveals value.

Vallorii provides an integrated infrastructure valuation platform that combines granular asset-level data, risk modelling, and market analytics.

Prices move with market sentiment, liquidity, and short-term volatility. When infrastructure valuations rely on price alone, their societal value becomes distorted.

Vallorii rebuilds valuation from first principles — integrating physical and social asset realities. The result is a valuation that reflects true economic value, and holds up in boardrooms and public debate.

Image by Bernd 📷 Dittrich

Vallorii Price of Risk (VAPRI)

Price operational, economic and political risks across infrastructure assets.

  • AI-enabled simulation of core risk drivers

  • Transparent translation from risk to required investor returns

Image by John Gibbons

Asset Intelligence

Reconstruct the real state of infrastructure assets.

  • Granular mapping of physical asset condition, characteristics, and operational performance

  • Demand and performance modelling translated into asset-level

  • Financial accounting

Image by American Public Power Association

Cost of Capital Lab

Analyse and interpret public market signals to support regulatory and investment decisions.

  • Public market equity and debt analytics

  • Decomposition of market signals and return implications

  • Auditable model outputs suitable for use in regulatory submissions and Board papers

The vallorii Platform

OUR LATEST INSIGHTS

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Vallorii in the press

The Economist

27 Jun 2025

"The global buildout of renewable power and data centres means there are ample investable projects elsewhere. Analysis by Vallorii, a technology firm, suggests default risk alone raises Thames Water's cost of equity from the 5.1% real-terms return that Ofwat allows to 13.7%."

Utility Week

6 Jul 2025

""UK demand for natural gas declines by a very uncertain 28–93% until 2050 driven by policy, technology and consumers""

Our AI-based analysis shows that natural gas demand in the UK in highly uncertain: could fall by anywhere from 28% to 93% by 2050.""

The Guardian

7 Jul 2025

"Thus the outcome of the next auctions for renewables projects is critical. Vallorii, an Oxford-based financial risk-modelling company, estimates that CfDs for offshore wind will be up again to £90-£111 a megawatt hour (in today’s money) in this year’s auction – well above current wholesale prices. [...]

We’ll see what the auction produces, but Vallorii’s projection is credible for the reasons it gives. "

Thematic Report: VAPRI: Vallorii's Price of Risk model for infrastructure cost of equity

Thematic Report: VAPRI: Vallorii's Price of Risk model for infrastructure cost of equity

11 Sept 2026

CAPM has been the workhorse model for cost of equity across regulated utilities but is reaching its limits.
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Roundtable July 2026: Geopolitics and the Price of Foreign-Built, Foreign-Financed Infrastructure

Roundtable July 2026: Geopolitics and the Price of Foreign-Built, Foreign-Financed Infrastructure

24 Jul 2026

Our July 2026 roundtable focussed on geopolitical risk in regulated infrastructure: What impact does foreign equipment and capital have on UK infrastructure finance and regulation? Drawing on Vallorii’s Cost of Capital Lab, we explored how geopolitics enters infrastructure assets: imported equipment behind capital and maintenance programmes, and the foreign capital financing the sector. The discussion suggested that affordability, security, and the cost of capital, are closely interlinked...
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Thematic Report: VAPRI: Vallorii's Price of Risk model for infrastructure cost of equity

Thematic Report: VAPRI: Vallorii's Price of Risk model for infrastructure cost of equity

11 Sept 2026

CAPM has been the workhorse model for cost of equity across regulated utilities but is reaching its limits.
Read more
When accounting shapes behavior: the hidden incentives in infrastructure valuation

When accounting shapes behavior: the hidden incentives in infrastructure valuation

28 Apr 2026

In regulated infrastructure, value is not a fixed concept. The value of an infrastructure asset depends on how it is measured and which accounting basis drives returns. Different accounting frameworks produce markedly different views of the same asset base. Regulatory asset values (RAV), historical cost accounts, and current cost accounts (modern equivalent asset value, MEAV, or replacement cost), each serve distinct purposes. But when the differences between these measures changes,...
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Inaugural Vallorii Infrastructure Forum

Getting Infrastructure Fit for 2035: Leadership, Finance and AI

Wednesday 9 September 2026

GET IN TOUCH

If you have questions, requests, or need support valuing infrastructure, do not hesitate to contact us!

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