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Mercado de valores

RESEARCH LAB

This is an exclusive space where we provide access to research, market intelligence, and expert insights on infrastructure investment, regulation, and financial modeling.

In 2015, the Thames Tideway Tunnel cleared at roughly 4% real Cost of Equity (CoE); this month, fresh capital for Sizewell C was priced...

Water DPC projects may require 9.2-9.6% Cost of Equity

Water DPC projects may require 9.2-9.6% Cost of Equity

Vallorii’s July roundtable convened investors, utilities, and regulators to examine how market shifts and project-specific risks are...

Roundtable July 23: Pricing risks in large infrastructure projects

Roundtable July 23: Pricing risks in large infrastructure projects

Vallorii hosted a webinar on Thursday 26 June 2025, exploring the Cost of Capital in AR7 for Scottish offshore wind assets. We examined...

What is the Cost of Capital for AR7 CfDs?

What is the Cost of Capital for AR7 CfDs?

As the UK prepares for a significant wave of energy system investment, a growing challenge is emerging: how should infrastructure assets...

Roundtable May 20: Uncertainty and valuation in the energy transition

Roundtable May 20: Uncertainty and valuation in the energy transition

Utility companies and infrastructure investors face a central challenge in the UK’s energy transition: how to plan under deep...

Vallorii AI Forecasts 28–93% Drop in UK Gas Demand by 2050, Against a 7–56% Reduction in Gas Grid Use

Vallorii AI Forecasts 28–93% Drop in UK Gas Demand by 2050, Against a 7–56% Reduction in Gas Grid Use

Who pays for infrastructure? Rethinking risk and return as UK faces rising bills and urgent investment needs.

Regulators' Discussion on the CoC and CAPM, April 24th

Regulators' Discussion on the CoC and CAPM, April 24th

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