Research
Research
Reports and analyses on the risks behind infrastructure value.
Articles
25 articles
Using CAPM to regulate infrastructure: A critique
CAPM: a 1960s relic still steering today’s £200 bn UK infrastructure. Regulators continue to fix allowed returns with the Capital Asset...
Robert Ritz
1 min read
Water DPC projects may require 9.2-9.6% Cost of Equity
In 2015, the Thames Tideway Tunnel cleared at roughly 4% real Cost of Equity (CoE); this month, fresh capital for Sizewell C was priced...
Lennart Baumgärtner
3 min read
Vallorii AI Forecasts 28–93% Drop in UK Gas Demand by 2050, Against a 7–56% Reduction in Gas Grid Use
Utility companies and infrastructure investors face a central challenge in the UK’s energy transition: how to plan under deep...
Lennart Baumgärtner
3 min read
Report: UK Water: The Price of Inaction and the Cost of Change
UK water bills are high, quality is low. Our latest report explores why—and what needs to change to attract investment.
Lennart Baumgärtner
1 min read
Position Paper: Transforming Infrastructure Valuation
Vallorii uses advanced data and analytics to improve infrastructure valuation, aiding regulators, asset owners, and managers with investment
Robert Ritz
1 min read
Is infrastructure at risk of a doom loop? Lessons from the water sector
The UK water sector faces mounting financial strain. Could the sector spiral into a doom loop?
Robert Ritz
2 min read
A step-change in UK infrastructure investment
UK infrastructure investment is set to surge by 63% to £169bn (2025–2030), but balance sheets are already exhausted with debt
Cassandra Etter-Wenzel
1 min read